JFS WEALTH ADVISORS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 229 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,535
-2.3%
250.0%0.00%
Q2 2023$2,594
+2.7%
250.0%0.00%
Q1 2023$2,526
-1.8%
250.0%0.00%
Q4 2022$2,571
+28.6%
250.0%0.00%
Q3 2022$2,0000.0%250.0%0.00%
Q2 2022$2,000
-33.3%
250.0%0.00%
Q1 2022$3,0000.0%250.0%0.00%
Q4 2021$3,000
+50.0%
250.0%0.00%
Q3 2021$2,000
-33.3%
25
-26.5%
0.00%
Q2 2021$3,0000.0%340.0%0.00%
-100.0%
Q1 2021$3,0000.0%340.0%0.00%0.0%
Q4 2020$3,0000.0%340.0%0.00%0.0%
Q3 2020$3,000340.00%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
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