Alpha Cubed Investments, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 330 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 8.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
Alpha Cubed Investments, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,968,181
-1.7%
29,272
+0.6%
0.20%
-2.0%
Q2 2023$3,018,897
+40.5%
29,095
+36.8%
0.20%
+31.6%
Q1 2023$2,148,796
-3.8%
21,271
-2.1%
0.16%
-8.3%
Q4 2022$2,233,696
-14.4%
21,718
-25.2%
0.17%
-17.2%
Q3 2022$2,609,000
-8.2%
29,017
-1.9%
0.20%
-1.0%
Q2 2022$2,843,000
-10.5%
29,564
-0.1%
0.21%
+1.5%
Q1 2022$3,175,000
+5.1%
29,581
+4.6%
0.20%
+2.5%
Q4 2021$3,020,000
-0.9%
28,270
-9.2%
0.20%
-13.5%
Q3 2021$3,048,000
-16.1%
31,147
-14.5%
0.23%
-12.6%
Q2 2021$3,631,000
-4.0%
36,445
-8.3%
0.26%
-10.9%
Q1 2021$3,783,000
+27.7%
39,742
+16.5%
0.29%
+16.2%
Q4 2020$2,962,000
+65.3%
34,113
+46.0%
0.25%
+48.0%
Q3 2020$1,792,000
+148.9%
23,366
+137.6%
0.17%
+116.5%
Q2 2020$720,000
-24.3%
9,833
-31.7%
0.08%
-30.7%
Q1 2020$951,000
-60.0%
14,406
-47.2%
0.11%
-53.5%
Q4 2019$2,377,000
+6.9%
27,267
-0.1%
0.24%
-5.4%
Q3 2019$2,223,000
+4.4%
27,292
+3.2%
0.26%
+5.3%
Q2 2019$2,129,000
-18.6%
26,442
-21.1%
0.25%
-22.4%
Q1 2019$2,615,000
+0.8%
33,514
-7.7%
0.32%
-18.5%
Q4 2018$2,595,000
+1.1%
36,312
+9.8%
0.39%
+30.1%
Q3 2018$2,566,000
-1.8%
33,070
-5.8%
0.30%
-11.3%
Q2 2018$2,613,000
+9.7%
35,115
+9.2%
0.34%
+8.4%
Q1 2018$2,381,000
-7.7%
32,152
-4.7%
0.31%
-7.7%
Q4 2017$2,581,000
+28.3%
33,753
+20.4%
0.34%
+11.2%
Q3 2017$2,012,00028,0290.30%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
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