Plancorp, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 315 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
Plancorp, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$563,987
-2.3%
5,5620.0%0.03%
-3.2%
Q2 2023$577,113
+2.7%
5,5620.0%0.03%
-3.1%
Q1 2023$561,873
-1.8%
5,5620.0%0.03%
-5.9%
Q4 2022$572,052
+14.4%
5,5620.0%0.03%
+3.0%
Q3 2022$500,000
-6.5%
5,5620.0%0.03%
-2.9%
Q2 2022$535,000
-10.4%
5,5620.0%0.03%
-12.8%
Q1 2022$597,000
+0.5%
5,5620.0%0.04%
+2.6%
Q4 2021$594,000
+9.2%
5,5620.0%0.04%0.0%
Q3 2021$544,000
-1.8%
5,5620.0%0.04%
-11.6%
Q2 2021$554,000
+4.5%
5,5620.0%0.04%
-63.2%
Q1 2021$530,000
-18.7%
5,562
-25.9%
0.12%
-27.3%
Q4 2020$652,000
+13.2%
7,5070.0%0.16%
-8.0%
Q3 2020$576,000
+4.7%
7,5070.0%0.18%
+5.4%
Q2 2020$550,000
+10.9%
7,5070.0%0.17%
-13.5%
Q1 2020$496,000
-24.2%
7,5070.0%0.19%
-4.0%
Q4 2019$654,000
+7.0%
7,5070.0%0.20%
-14.2%
Q3 2019$611,000
+1.2%
7,5070.0%0.23%
-2.5%
Q2 2019$604,000
+3.1%
7,5070.0%0.24%
+7.7%
Q1 2019$586,000
+9.1%
7,5070.0%0.22%
-9.0%
Q4 2018$537,000
-10.6%
7,5070.0%0.24%
+3.0%
Q3 2018$601,000
+7.5%
7,5070.0%0.24%
+6.3%
Q2 2018$559,000
+0.5%
7,5070.0%0.22%
+25.3%
Q1 2018$556,000
-3.1%
7,5070.0%0.18%
-4.8%
Q4 2017$574,000
+6.5%
7,5070.0%0.19%
+17.6%
Q3 2017$539,000
+3.5%
7,5070.0%0.16%
+2.6%
Q2 2017$521,000
+1.4%
7,5070.0%0.16%
+3.3%
Q1 2017$514,000
+2.0%
7,5070.0%0.15%
+4.2%
Q4 2016$504,000
+13.8%
7,5070.0%0.14%
-72.8%
Q4 2015$443,0007,5070.53%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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