McKinley Carter Wealth Services, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 315 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2018$155,000
-57.9%
2,095
-56.4%
0.05%
-59.8%
Q4 2017$368,000
-12.2%
4,807
-17.5%
0.13%
-21.1%
Q3 2017$419,000
-24.8%
5,830
-27.4%
0.16%
-34.6%
Q2 2017$557,000
+1.6%
8,028
+0.4%
0.25%
-3.1%
Q1 2017$548,000
-0.5%
7,994
-2.7%
0.25%
-9.0%
Q4 2016$551,000
+7.4%
8,214
+0.2%
0.28%
+5.7%
Q3 2016$513,000
+1.0%
8,194
-0.7%
0.26%0.0%
Q2 2016$508,000
+2.6%
8,250
-0.9%
0.26%
-3.6%
Q1 2016$495,000
+0.4%
8,321
-0.4%
0.27%
-2.8%
Q4 2015$493,000
+0.2%
8,357
-6.2%
0.28%
-7.8%
Q3 2015$492,000
-13.7%
8,914
-6.3%
0.31%
-1.0%
Q2 2015$570,000
-2.7%
9,510
-2.9%
0.31%
-18.3%
Q1 2015$586,000
-14.3%
9,799
-13.0%
0.38%
-29.3%
Q4 2014$684,000
+1.2%
11,265
-2.3%
0.54%
-16.5%
Q3 2014$676,000
-2.0%
11,529
-2.6%
0.64%
-12.0%
Q2 2014$690,000
-10.6%
11,841
-13.8%
0.73%
-13.4%
Q1 2014$772,000
-24.1%
13,743
-27.0%
0.84%
-15.1%
Q4 2013$1,017,000
-0.4%
18,837
-8.3%
0.99%
-18.2%
Q3 2013$1,021,000
-22.2%
20,536
-23.7%
1.21%
-39.0%
Q2 2013$1,312,00026,9241.98%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Greytown Advisors Inc. 196,275$15,315,00011.02%
BHK Investment Advisors, LLC 131,477$10,259,0006.22%
Capital Advantage, Inc. 200,176$15,620,0005.55%
Blue Edge Capital, LLC 120,620$13,338,056,0005.06%
PLANNING DIRECTIONS INC 50,764$3,961,0004.71%
LINCOLN NATIONAL CORP 1,421,640$110,930,0004.60%
WealthShield Partners, LLC 81,607$6,366,0003.56%
Black Diamond Financial, LLC 48,778$3,806,0003.40%
ASSETMARK, INC 3,156,816$246,326,0002.22%
Avior Wealth Management, LLC 128,948$10,061,0002.13%
View complete list of VANGUARD WORLD FD shareholders