B. Riley Wealth Advisors, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 330 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 8.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$564,059
-22.6%
5,563
-20.8%
0.02%
-6.2%
Q2 2023$728,833
-0.2%
7,024
-2.9%
0.02%
-15.8%
Q1 2023$730,614
-0.5%
7,232
+1.3%
0.02%
-9.5%
Q4 2022$734,141
+14.5%
7,138
+0.2%
0.02%
+10.5%
Q3 2022$641,000
-5.3%
7,126
+1.3%
0.02%
-32.1%
Q2 2022$677,000
-19.7%
7,035
-10.4%
0.03%0.0%
Q1 2022$843,000
-16.2%
7,855
-16.5%
0.03%
-3.4%
Q4 2021$1,006,000
+11.5%
9,410
+2.1%
0.03%0.0%
Q3 2021$902,000
-13.6%
9,216
-12.0%
0.03%
-14.7%
Q2 2021$1,044,000
+30.7%
10,473
+24.9%
0.03%
+21.4%
Q1 2021$799,000
+65.8%
8,384
+51.3%
0.03%
+7.7%
Q4 2020$482,000
-34.1%
5,541
-43.1%
0.03%
-33.3%
Q3 2020$731,000
+91.9%
9,734
+87.4%
0.04%
+56.0%
Q2 2020$381,000
+83.2%
5,193
+100.0%
0.02%0.0%
Q3 2018$208,000
-0.5%
2,596
-7.1%
0.02%
-10.7%
Q2 2018$209,000
+301.9%
2,793
+228.6%
0.03%
+2700.0%
Q4 2014$52,0008500.00%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
NameSharesValueWeighting ↓
Zeit Capital LLC 243,057$25,963,00020.85%
Select Asset Management & Trust 199,981$21,362,00014.13%
Black Diamond Financial, LLC 361,004$38,562,00012.99%
Greytown Advisors Inc. 248,048$26,496,00011.26%
BHK Investment Advisors, LLC 247,916$26,482,00010.45%
Bernardo Wealth Planning LLC 190,551$20,354,0009.94%
WNY Asset Management, LLC 170,079$18,135,0005.40%
Biltmore Capital Advisors LLC 295,369$31,551,0005.27%
LINCOLN NATIONAL CORP 2,010,100$214,719,0004.33%
Von Berge Wealth Management Group, LLC 44,303$4,688,0004.32%
View complete list of VANGUARD WORLD FD shareholders