Merit Financial Group, 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
Merit Financial Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$24,984,907
+11.5%
246,399
+14.1%
0.82%
+12.8%
Q2 2023$22,416,056
+14.4%
216,038
+11.4%
0.72%
+1.7%
Q1 2023$19,598,587
-1.8%
194,007
+0.0%
0.71%
-1.2%
Q4 2022$19,949,128
+2.0%
193,963
-10.8%
0.72%
-14.9%
Q3 2022$19,551,000
-59.5%
217,445
-56.7%
0.85%
-43.3%
Q2 2022$48,304,000
+50.2%
502,229
+67.6%
1.50%
-22.9%
Q1 2022$32,157,000299,6361.94%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Greytown Advisors Inc. 196,275$15,315,00011.02%
BHK Investment Advisors, LLC 131,477$10,259,0006.22%
Capital Advantage, Inc. 200,176$15,620,0005.55%
Blue Edge Capital, LLC 120,620$13,338,056,0005.06%
PLANNING DIRECTIONS INC 50,764$3,961,0004.71%
LINCOLN NATIONAL CORP 1,421,640$110,930,0004.60%
WealthShield Partners, LLC 81,607$6,366,0003.56%
Black Diamond Financial, LLC 48,778$3,806,0003.40%
ASSETMARK, INC 3,156,816$246,326,0002.22%
Avior Wealth Management, LLC 128,948$10,061,0002.13%
View complete list of VANGUARD WORLD FD shareholders