CAPTRUST FINANCIAL ADVISORS - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 292 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$5,537,550
-2.7%
46,730
-1.9%
0.02%
-14.3%
Q1 2024$5,693,502
+13.4%
47,640
+3.8%
0.02%
+23.5%
Q4 2023$5,019,453
+3.6%
45,894
-3.9%
0.02%
-10.5%
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 2022
NameSharesValueWeighting ↓
Zeit Capital LLC 238,653$23,775,00020.26%
Select Asset Management & Trust 249,010$24,806,00014.09%
Greytown Advisors Inc. 245,884$24,495,00011.87%
Black Diamond Financial, LLC 276,870$27,713,00010.83%
BHK Investment Advisors, LLC 247,634$24,669,00010.08%
Bernardo Wealth Planning LLC 164,647$16,402,0009.85%
WNY Asset Management, LLC 240,806$23,967,0008.59%
Filbrandt Wealth Management, LLC 149,394$14,883,0008.44%
Capital Advantage, Inc. 192,692$19,196,0005.03%
Bouchey Financial Group Ltd 298,855$29,772,0004.74%
View complete list of VANGUARD WORLD FD shareholders