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 | $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. | 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% |