CAPTRUST FINANCIAL ADVISORS - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 225 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - 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 Q2 2021
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