Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 296 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.8%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$7,133,235
+21.2%
70,347
+24.0%
0.28%
+17.7%
Q2 2023$5,884,752
+18.8%
56,715
+15.6%
0.24%
+10.2%
Q1 2023$4,954,499
+5.0%
49,045
+6.9%
0.22%
-3.2%
Q4 2022$4,719,068
+39.9%
45,883
+22.3%
0.22%
+25.4%
Q3 2022$3,373,000
-9.2%
37,521
-2.8%
0.18%
-9.2%
Q2 2022$3,713,000
-19.8%
38,610
-10.4%
0.20%
-15.6%
Q1 2022$4,627,000
-0.0%
43,113
-0.5%
0.23%0.0%
Q4 2021$4,629,000
+7.9%
43,332
-1.2%
0.23%
-5.3%
Q3 2021$4,292,000
+5.5%
43,860
+7.4%
0.24%
-1.2%
Q2 2021$4,070,000
+15.0%
40,852
+9.9%
0.25%
-12.7%
Q1 2021$3,539,000
+67.7%
37,179
+53.0%
0.28%
+75.8%
Q4 2020$2,110,000
+150.6%
24,305
+121.4%
0.16%
+123.6%
Q3 2020$842,00010,9780.07%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
NameSharesValueWeighting ↓
Greytown Advisors Inc. 275,937$20,616,0009.62%
RELIANCE TRUST CO 5,849$435,0009.55%
BHK Investment Advisors, LLC 128,875$9,590,0006.67%
LINCOLN NATIONAL CORP 1,413,884$105,207,0003.85%
WealthShield Partners, LLC 82,955$6,211,0003.79%
PLANNING DIRECTIONS INC 46,837$3,485,0003.37%
Capital Advantage, Inc. 180,973$13,466,0003.17%
Blue Edge Capital, LLC 59,825$7,117,439,0002.85%
Avior Wealth Management, LLC 128,571$9,567,0002.16%
Pinion Investment Advisors, LLC 14,522$1,081,0002.09%
View complete list of VANGUARD WORLD FD shareholders