EP Wealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 205 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.7%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,754,930
-4.6%
17,307
+54.9%
0.03%0.0%
Q2 2023$1,840,391
+817.4%
11,170
+419.5%
0.03%
+800.0%
Q1 2023$200,617
-90.3%
2,150
-89.3%
0.00%
-91.9%
Q4 2022$2,069,487
+1.4%
20,121
-11.3%
0.04%
-19.6%
Q3 2022$2,040,000
-7.7%
22,687
-1.3%
0.05%
-8.0%
Q2 2022$2,211,000
-13.0%
22,987
-2.9%
0.05%
-10.7%
Q1 2022$2,541,000
-1.3%
23,674
-1.8%
0.06%
-8.2%
Q4 2021$2,574,000
-1.6%
24,096
-9.9%
0.06%
-15.3%
Q3 2021$2,616,000
-55.6%
26,737
-54.8%
0.07%
-55.8%
Q2 2021$5,892,000
-10.6%
59,140
-14.6%
0.16%
-22.4%
Q1 2021$6,594,000
+2020.3%
69,261
+1833.6%
0.21%
+1809.1%
Q4 2020$311,0003,5820.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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