CAPTRUST FINANCIAL ADVISORS - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 223 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.8%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,842,781
-2.1%
47,759
+0.2%
0.02%0.0%
Q2 2023$4,945,827
+4.7%
47,666
+2.0%
0.02%
-9.5%
Q1 2023$4,722,094
+11.4%
46,744
+13.4%
0.02%0.0%
Q4 2022$4,239,938
+15.9%
41,224
+1.3%
0.02%0.0%
Q3 2022$3,659,000
-8.6%
40,699
-2.2%
0.02%
-19.2%
Q2 2022$4,002,000
-7.2%
41,605
+3.5%
0.03%
-7.1%
Q1 2022$4,313,000
+10.8%
40,187
+10.3%
0.03%
+3.7%
Q4 2021$3,892,000
+5.2%
36,438
-3.1%
0.03%
-12.9%
Q3 2021$3,701,000
+4901.4%
37,585
+4749.7%
0.03%
+3000.0%
Q1 2021$74,000
+8.8%
775
-35.9%
0.00%
-92.9%
Q1 2014$68,0001,2090.01%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
NameSharesValueWeighting ↓
Zeit Capital LLC 218,718$22,177,98420.56%
Black Diamond Financial, LLC 550,253$55,795,65417.17%
Greytown Advisors Inc. 274,813$27,866,10015.42%
BHK Investment Advisors, LLC 234,073$23,735,00810.92%
Bernardo Wealth Planning LLC 230,800$23,403,0829.25%
Marmo Financial Group, LLC 82,721$8,387,9557.96%
BSW Wealth Partners 300,359$30,456,3376.78%
Von Berge Wealth Management Group, LLC 75,559$7,661,3456.54%
MEANS INVESTMENT CO., INC. 322,479$32,699,3685.35%
PETREDIS INVESTMENT ADVISORS LLC 359,853$36,489,1595.17%
View complete list of VANGUARD WORLD FD shareholders