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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $563,987 | -2.3% | 5,562 | 0.0% | 0.03% | -3.2% |
Q2 2023 | $577,113 | +2.7% | 5,562 | 0.0% | 0.03% | -3.1% |
Q1 2023 | $561,873 | -1.8% | 5,562 | 0.0% | 0.03% | -5.9% |
Q4 2022 | $572,052 | +14.4% | 5,562 | 0.0% | 0.03% | +3.0% |
Q3 2022 | $500,000 | -6.5% | 5,562 | 0.0% | 0.03% | -2.9% |
Q2 2022 | $535,000 | -10.4% | 5,562 | 0.0% | 0.03% | -12.8% |
Q1 2022 | $597,000 | +0.5% | 5,562 | 0.0% | 0.04% | +2.6% |
Q4 2021 | $594,000 | +9.2% | 5,562 | 0.0% | 0.04% | 0.0% |
Q3 2021 | $544,000 | -1.8% | 5,562 | 0.0% | 0.04% | -11.6% |
Q2 2021 | $554,000 | +4.5% | 5,562 | 0.0% | 0.04% | -63.2% |
Q1 2021 | $530,000 | -18.7% | 5,562 | -25.9% | 0.12% | -27.3% |
Q4 2020 | $652,000 | +13.2% | 7,507 | 0.0% | 0.16% | -8.0% |
Q3 2020 | $576,000 | +4.7% | 7,507 | 0.0% | 0.18% | +5.4% |
Q2 2020 | $550,000 | +10.9% | 7,507 | 0.0% | 0.17% | -13.5% |
Q1 2020 | $496,000 | -24.2% | 7,507 | 0.0% | 0.19% | -4.0% |
Q4 2019 | $654,000 | +7.0% | 7,507 | 0.0% | 0.20% | -14.2% |
Q3 2019 | $611,000 | +1.2% | 7,507 | 0.0% | 0.23% | -2.5% |
Q2 2019 | $604,000 | +3.1% | 7,507 | 0.0% | 0.24% | +7.7% |
Q1 2019 | $586,000 | +9.1% | 7,507 | 0.0% | 0.22% | -9.0% |
Q4 2018 | $537,000 | -10.6% | 7,507 | 0.0% | 0.24% | +3.0% |
Q3 2018 | $601,000 | +7.5% | 7,507 | 0.0% | 0.24% | +6.3% |
Q2 2018 | $559,000 | +0.5% | 7,507 | 0.0% | 0.22% | +25.3% |
Q1 2018 | $556,000 | -3.1% | 7,507 | 0.0% | 0.18% | -4.8% |
Q4 2017 | $574,000 | +6.5% | 7,507 | 0.0% | 0.19% | +17.6% |
Q3 2017 | $539,000 | +3.5% | 7,507 | 0.0% | 0.16% | +2.6% |
Q2 2017 | $521,000 | +1.4% | 7,507 | 0.0% | 0.16% | +3.3% |
Q1 2017 | $514,000 | +2.0% | 7,507 | 0.0% | 0.15% | +4.2% |
Q4 2016 | $504,000 | +13.8% | 7,507 | 0.0% | 0.14% | -72.8% |
Q4 2015 | $443,000 | – | 7,507 | – | 0.53% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Greytown Advisors Inc. | 196,275 | $15,315,000 | 11.02% |
BHK Investment Advisors, LLC | 131,477 | $10,259,000 | 6.22% |
Capital Advantage, Inc. | 200,176 | $15,620,000 | 5.55% |
Blue Edge Capital, LLC | 120,620 | $13,338,056,000 | 5.06% |
PLANNING DIRECTIONS INC | 50,764 | $3,961,000 | 4.71% |
LINCOLN NATIONAL CORP | 1,421,640 | $110,930,000 | 4.60% |
WealthShield Partners, LLC | 81,607 | $6,366,000 | 3.56% |
Black Diamond Financial, LLC | 48,778 | $3,806,000 | 3.40% |
ASSETMARK, INC | 3,156,816 | $246,326,000 | 2.22% |
Avior Wealth Management, LLC | 128,948 | $10,061,000 | 2.13% |