VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 322 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,586 | +3.9% | 55,087 | +6.3% | 3.24% | -1.2% |
Q2 2023 | $5,377 | +5.8% | 51,820 | +3.0% | 3.28% | -26.7% |
Q1 2023 | $5,080 | -14.0% | 50,289 | -12.5% | 4.48% | -36.9% |
Q4 2022 | $5,910 | -99.9% | 57,465 | -24.6% | 7.10% | -13.0% |
Q3 2022 | $6,854,000 | -17.4% | 76,232 | -11.6% | 8.17% | -8.5% |
Q2 2022 | $8,297,000 | -44.4% | 86,269 | -38.0% | 8.92% | -30.0% |
Q1 2022 | $14,931,000 | -30.1% | 139,129 | -30.4% | 12.76% | -9.7% |
Q4 2021 | $21,362,000 | -8.7% | 199,981 | -16.4% | 14.13% | -16.3% |
Q3 2021 | $23,395,000 | -5.7% | 239,090 | -4.0% | 16.88% | +19.9% |
Q2 2021 | $24,806,000 | +21.5% | 249,010 | +16.1% | 14.09% | +3.8% |
Q1 2021 | $20,411,000 | +151.3% | 214,398 | +129.2% | 13.58% | +109.4% |
Q4 2020 | $8,122,000 | – | 93,547 | – | 6.48% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Greytown Advisors Inc. | 275,937 | $20,616,000 | 9.62% |
RELIANCE TRUST CO | 5,849 | $435,000 | 9.55% |
BHK Investment Advisors, LLC | 128,875 | $9,590,000 | 6.67% |
LINCOLN NATIONAL CORP | 1,413,884 | $105,207,000 | 3.85% |
WealthShield Partners, LLC | 82,955 | $6,211,000 | 3.79% |
PLANNING DIRECTIONS INC | 46,837 | $3,485,000 | 3.37% |
Capital Advantage, Inc. | 180,973 | $13,466,000 | 3.17% |
Blue Edge Capital, LLC | 59,825 | $7,117,439,000 | 2.85% |
Avior Wealth Management, LLC | 128,571 | $9,567,000 | 2.16% |
Pinion Investment Advisors, LLC | 14,522 | $1,081,000 | 2.09% |