GeoWealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 231 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
GeoWealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,261
+91.9%
12,443
+94.9%
0.14%
+107.2%
Q4 2022$657
-99.9%
6,385
+1.9%
0.07%
+13.1%
Q3 2022$563,000
+323.3%
6,266
+348.9%
0.06%
+238.9%
Q2 2022$133,000
-96.0%
1,396
-95.5%
0.02%
-93.8%
Q1 2022$3,303,000
+95.6%
30,776
+94.7%
0.29%
+110.1%
Q4 2021$1,689,000
-16.2%
15,806
-23.3%
0.14%
-16.9%
Q3 2021$2,016,00020,6100.17%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
NameSharesValueWeighting ↓
Zeit Capital LLC 214,283$25,392,51620.62%
Greytown Advisors Inc. 227,219$27,086,70315.89%
Black Diamond Financial, LLC 616,892$73,101,92714.12%
ETF Portfolio Partners, Inc. 357,668$42,383,71013.27%
Sheridan Capital Management, LLC 144,532$17,079,34212.69%
BHK Investment Advisors, LLC 229,493$27,194,89410.67%
Von Berge Wealth Management Group, LLC 104,979$12,405,4077.89%
Bernardo Wealth Planning LLC 242,607$28,748,8877.73%
LINCOLN NATIONAL CORP 1,923,968$227,990,2087.71%
MEANS INVESTMENT CO., INC. 477,157$56,543,0746.76%
View complete list of VANGUARD WORLD FD shareholders