Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 229 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
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$5,005,104
-7.7%
49,360
-5.5%
0.98%
-4.5%
Q2 2023$5,421,149
+15.6%
52,247
+12.6%
1.03%
+9.4%
Q1 2023$4,688,540
-3.6%
46,412
-1.8%
0.94%
-4.5%
Q4 2022$4,861,411
+15.6%
47,267
+1.1%
0.98%
-21.9%
Q3 2022$4,205,000
+5.5%
46,767
+12.8%
1.26%
+50.9%
Q2 2022$3,987,000
+5.0%
41,452
+17.1%
0.83%
+21.1%
Q1 2022$3,798,000
+7.3%
35,387
+6.9%
0.69%
+10.6%
Q4 2021$3,538,000
+13.5%
33,117
+4.0%
0.62%
+4.9%
Q3 2021$3,117,000
+4.9%
31,850
+6.8%
0.59%
+4.0%
Q2 2021$2,972,000
+25.9%
29,835
+20.3%
0.57%
+17.5%
Q1 2021$2,361,000
+15.6%
24,805
+5.5%
0.48%
+5.0%
Q4 2020$2,042,000
+27.9%
23,515
+13.0%
0.46%
+10.8%
Q3 2020$1,596,000
+38.2%
20,805
+31.8%
0.42%
+30.3%
Q2 2020$1,155,000
+70.6%
15,780
+53.9%
0.32%
+44.8%
Q1 2020$677,00010,2550.22%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
NameSharesValueWeighting ↓
Zeit Capital LLC 243,057$25,963,00020.85%
Select Asset Management & Trust 199,981$21,362,00014.13%
Black Diamond Financial, LLC 361,004$38,562,00012.99%
Greytown Advisors Inc. 248,048$26,496,00011.26%
BHK Investment Advisors, LLC 247,916$26,482,00010.45%
Bernardo Wealth Planning LLC 190,551$20,354,0009.94%
WNY Asset Management, LLC 170,079$18,135,0005.40%
Biltmore Capital Advisors LLC 295,369$31,551,0005.27%
LINCOLN NATIONAL CORP 2,010,100$214,719,0004.33%
Von Berge Wealth Management Group, LLC 44,303$4,688,0004.32%
View complete list of VANGUARD WORLD FD shareholders