Capital Advantage, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 330 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 8.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
Capital Advantage, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$16,935,385
-2.5%
167,016
-1.0%
3.63%
+0.2%
Q2 2023$17,363,932
+2.4%
168,779
+0.8%
3.62%
+0.4%
Q1 2023$16,958,160
-3.5%
167,521
-2.0%
3.61%
-8.5%
Q4 2022$17,573,717
+27.3%
170,867
+11.3%
3.94%
+24.9%
Q3 2022$13,801,000
-6.4%
153,502
+0.1%
3.16%
-2.8%
Q2 2022$14,742,000
-8.3%
153,277
+2.4%
3.25%
-12.1%
Q1 2022$16,068,000
+1.9%
149,721
+1.9%
3.70%
-2.2%
Q4 2021$15,771,000
+11.7%
146,884
+1.8%
3.78%
-0.9%
Q3 2021$14,122,000
-26.4%
144,321
-25.1%
3.82%
-24.2%
Q2 2021$19,196,000
+6.4%
192,692
+1.6%
5.03%
+2.3%
Q1 2021$18,048,000
+13.2%
189,581
+2.6%
4.92%
+3.5%
Q4 2020$15,942,000
+10.7%
184,707
+0.4%
4.75%
+0.2%
Q3 2020$14,398,000
+5.6%
183,995
-1.2%
4.74%
-2.1%
Q2 2020$13,629,000
-3.5%
186,136
-3.9%
4.84%
-12.2%
Q1 2020$14,117,000
-16.3%
193,729
-0.1%
5.51%
+3.4%
Q4 2019$16,869,000
+6.3%
193,835
-0.5%
5.33%
-2.9%
Q3 2019$15,866,000
+1.6%
194,821
-2.7%
5.49%
-1.0%
Q1 2019$15,620,000
+17.5%
200,176
+7.6%
5.55%
+10.0%
Q4 2018$13,297,000
-9.3%
186,049
+1.6%
5.04%
+49.7%
Q3 2018$14,657,000
+8.8%
183,122
+1.2%
3.37%
+6.1%
Q2 2018$13,466,000
-2.2%
180,973
-2.7%
3.17%
-5.8%
Q1 2018$13,771,000
-2.1%
185,949
+1.1%
3.37%
-7.1%
Q4 2017$14,070,000
+3.9%
184,012
-2.4%
3.63%
+7.1%
Q3 2017$13,540,000
+3.6%
188,611
+0.1%
3.39%
-1.1%
Q2 2017$13,068,000
-20.6%
188,403
-21.5%
3.42%
-24.0%
Q1 2017$16,458,000
-0.2%
240,153
-2.3%
4.51%
-5.7%
Q4 2016$16,498,000
+7.1%
245,909
-0.0%
4.78%
+10.5%
Q3 2016$15,411,000
+1.3%
245,910
-0.5%
4.32%
-2.2%
Q2 2016$15,213,000
+7.7%
247,129
+3.3%
4.42%
-7.2%
Q4 2015$14,119,000
-13.3%
239,187
-18.8%
4.76%
-25.0%
Q3 2015$16,279,000
-7.0%
294,695
+0.9%
6.34%
-7.0%
Q2 2015$17,495,000
-5.1%
292,123
-5.3%
6.82%
-9.9%
Q1 2015$18,444,000
+2.6%
308,578
+4.1%
7.57%
+2.1%
Q4 2014$17,984,000296,3197.42%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
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