J.P. Morgan Private Wealth Advisors LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 205 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.7%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,950,428
+5.4%
19,235
+7.8%
0.01%
-40.0%
Q2 2023$1,851,282
-41.0%
17,842
-42.5%
0.01%
+42.9%
Q1 2023$3,135,762
-6.5%
31,041
-4.8%
0.01%0.0%
Q4 2022$3,354,556
+23.5%
32,616
+8.0%
0.01%0.0%
Q3 2022$2,716,000
-8.2%
30,205
-1.8%
0.01%
-12.5%
Q2 2022$2,958,000
+1.0%
30,751
+12.7%
0.01%
+33.3%
Q1 2022$2,928,000
+2.5%
27,282
+2.0%
0.01%0.0%
Q4 2021$2,856,000
+4.0%
26,740
-4.7%
0.01%
-14.3%
Q3 2021$2,747,000
+12.2%
28,070
+14.2%
0.01%
+16.7%
Q2 2021$2,449,000
+46.1%
24,582
+39.7%
0.01%
+20.0%
Q1 2021$1,676,000
-5.4%
17,601
-13.7%
0.01%
-16.7%
Q4 2020$1,771,000
+286.7%
20,401
+241.6%
0.01%
+200.0%
Q3 2020$458,000
+4.8%
5,9730.0%0.00%0.0%
Q2 2020$437,000
+10.9%
5,9730.0%0.00%0.0%
Q1 2020$394,000
-37.9%
5,973
-17.8%
0.00%
-33.3%
Q4 2019$634,000
+7.1%
7,2680.0%0.00%0.0%
Q3 2019$592,000
+1.2%
7,2680.0%0.00%0.0%
Q2 2019$585,000
-44.2%
7,268
-46.0%
0.00%
-40.0%
Q1 2019$1,049,000
+9.5%
13,447
+0.4%
0.01%
-16.7%
Q4 2018$958,000
-14.3%
13,399
-4.1%
0.01%
+20.0%
Q3 2018$1,118,000
+21.0%
13,974
+12.5%
0.01%0.0%
Q2 2018$924,000
+41.3%
12,416
+40.6%
0.01%
+25.0%
Q1 2018$654,0008,8320.00%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Zeit Capital LLC 227,761$23,425,26322.75%
Black Diamond Financial, LLC 483,747$49,753,35417.99%
Greytown Advisors Inc. 239,801$24,663,57413.40%
Marmo Financial Group, LLC 115,904$11,920,70211.52%
BHK Investment Advisors, LLC 185,888$19,118,58510.75%
Bernardo Wealth Planning LLC 214,549$22,066,41610.32%
PFG Private Wealth Management, LLC 158,377$16,28910.11%
MFA WEALTH ADVISORS, LLC 243,979$25,093,3199.09%
Silicon Valley Capital Partners 327,070$33,639,1097.70%
Select Asset Management & Trust 57,465$5,9107.10%
View complete list of VANGUARD WORLD FD shareholders