VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 287 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $677,000 | – | 10,255 | – | 0.22% | – |
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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% |