GeoWealth Management, 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
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 Q4 2023
NameSharesValueWeighting ↓
Zeit Capital LLC 230,066$20,685,00021.48%
Black Diamond Financial, LLC 469,241$42,241,00017.02%
Greytown Advisors Inc. 229,467$20,787,00012.56%
Bernardo Wealth Planning LLC 207,781$19,961,00011.30%
BHK Investment Advisors, LLC 234,466$21,081,00010.59%
PFG Private Wealth Management, LLC 150,627$13,543,0008.90%
MFA WEALTH ADVISORS, LLC 246,360$22,150,0008.20%
Select Asset Management & Trust 76,232$6,854,0008.17%
WNY Asset Management, LLC 190,668$17,129,0006.22%
Von Berge Wealth Management Group, LLC 54,995$5,015,0005.33%
View complete list of VANGUARD WORLD FD shareholders