JFS WEALTH ADVISORS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 3 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q4 2023
NameSharesValueWeighting ↓
Zeit Capital LLC 218,718$22,177,98420.56%
Black Diamond Financial, LLC 550,253$55,795,65417.17%
Greytown Advisors Inc. 274,813$27,866,10015.42%
BHK Investment Advisors, LLC 234,073$23,735,00810.92%
Bernardo Wealth Planning LLC 230,800$23,403,0829.25%
Marmo Financial Group, LLC 82,721$8,387,9557.96%
BSW Wealth Partners 300,359$30,456,3376.78%
Von Berge Wealth Management Group, LLC 75,559$7,661,3456.54%
MEANS INVESTMENT CO., INC. 322,479$32,699,3685.35%
PETREDIS INVESTMENT ADVISORS LLC 359,853$36,489,1595.17%
View complete list of VANGUARD WORLD FD shareholders