Avior Wealth Management, 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
Avior Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$8,918,646
-4.4%
87,955
-2.2%
0.60%
-0.7%
Q2 2023$9,330,964
+4.0%
89,928
+1.3%
0.61%
-1.3%
Q1 2023$8,969,072
-6.0%
88,785
-4.3%
0.62%
-14.6%
Q4 2022$9,545,231
+8.9%
92,807
-4.8%
0.72%
-0.7%
Q3 2022$8,767,000
-6.5%
97,510
-0.0%
0.72%
-23.4%
Q2 2022$9,381,000
-10.1%
97,542
+0.4%
0.95%
+5.3%
Q1 2022$10,431,000
-4.7%
97,201
-5.2%
0.90%
-0.7%
Q4 2021$10,947,000
+0.6%
102,487
-7.9%
0.90%
+0.8%
Q3 2021$10,886,000
-3.4%
111,258
-1.1%
0.90%
-20.7%
Q2 2021$11,274,000
-0.1%
112,521
-5.1%
1.13%
-6.1%
Q1 2021$11,287,000
+7.6%
118,571
-1.9%
1.21%
-6.7%
Q4 2020$10,492,000
+7.1%
120,855
-5.4%
1.29%
-7.4%
Q3 2020$9,799,000
+4.0%
127,765
-0.8%
1.40%
-5.3%
Q2 2020$9,425,000
+12.0%
128,732
+1.0%
1.48%
-11.1%
Q1 2020$8,416,000
-26.4%
127,503
-2.8%
1.66%
-9.5%
Q4 2019$11,436,000
+6.3%
131,185
-0.7%
1.83%
-2.7%
Q3 2019$10,754,000
+1.0%
132,051
-0.2%
1.88%
-1.4%
Q2 2019$10,649,000
+5.8%
132,284
+2.6%
1.91%
-10.5%
Q1 2019$10,061,000
+8.4%
128,948
-0.7%
2.13%
-4.7%
Q4 2018$9,283,000
-8.8%
129,899
+2.1%
2.24%
+3.0%
Q3 2018$10,184,000
+6.4%
127,234
-1.0%
2.17%
+0.8%
Q2 2018$9,567,000
+0.2%
128,571
-0.3%
2.16%
-2.4%
Q1 2018$9,552,000
-7.7%
128,983
-4.7%
2.21%
-4.6%
Q4 2017$10,349,000
+7.3%
135,356
+0.7%
2.32%
-27.0%
Q3 2017$9,648,000
+1.6%
134,395
-1.9%
3.17%
-18.2%
Q2 2017$9,500,000
-5.2%
136,956
-6.3%
3.88%
+15.9%
Q1 2017$10,021,000
+4.4%
146,229
+2.2%
3.35%
-6.7%
Q4 2016$9,601,000
+6.4%
143,113
-0.6%
3.58%
+1.4%
Q3 2016$9,023,000
-48.9%
143,979
-50.6%
3.54%
-7.6%
Q2 2016$17,653,000
+103.3%
291,557
+99.9%
3.82%
-0.4%
Q1 2016$8,684,000
+2.8%
145,854
+2.0%
3.84%
-16.8%
Q4 2015$8,444,000
+7.5%
143,041
+0.6%
4.62%
+0.3%
Q3 2015$7,855,000
-3.6%
142,205
+4.5%
4.60%
-27.6%
Q2 2015$8,149,000
-0.9%
136,063
-1.1%
6.36%
+0.2%
Q1 2015$8,223,000
-1.8%
137,581
-0.2%
6.35%
-4.7%
Q4 2014$8,370,000
+1.5%
137,911
-1.9%
6.66%
-5.0%
Q3 2014$8,248,000
-2.5%
140,577
-3.1%
7.01%
-1.2%
Q2 2014$8,458,000
-0.5%
145,122
-4.1%
7.10%
-0.1%
Q1 2014$8,504,000
+4.1%
151,369
+2.0%
7.10%
-8.3%
Q4 2013$8,166,000148,4547.74%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Zeit Capital LLC 227,761$23,425,26322.75%
Black Diamond Financial, LLC 483,747$49,753,35417.99%
Greytown Advisors Inc. 239,801$24,663,57413.40%
Marmo Financial Group, LLC 115,904$11,920,70211.52%
BHK Investment Advisors, LLC 185,888$19,118,58510.75%
Bernardo Wealth Planning LLC 214,549$22,066,41610.32%
PFG Private Wealth Management, LLC 158,377$16,28910.11%
MFA WEALTH ADVISORS, LLC 243,979$25,093,3199.09%
Silicon Valley Capital Partners 327,070$33,639,1097.70%
Select Asset Management & Trust 57,465$5,9107.10%
View complete list of VANGUARD WORLD FD shareholders