Wharton Business Group, LLC - 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
Wharton Business Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$737
+24.7%
7,270
+27.7%
0.04%
+5.1%
Q2 2023$591
+2.8%
5,6950.0%0.04%
+14.7%
Q1 2023$575
-1.9%
5,6950.0%0.03%0.0%
Q4 2022$586
-99.9%
5,695
+13.6%
0.03%
+13.3%
Q3 2022$450,000
+2.0%
5,015
+9.3%
0.03%
+3.4%
Q2 2022$441,0000.0%4,590
+11.8%
0.03%
+7.4%
Q1 2022$441,000
+80.0%
4,105
+79.3%
0.03%
+80.0%
Q4 2021$245,0002,2900.02%
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