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 | $881,272 | -11.1% | 8,691 | -9.0% | 0.79% | -13.1% |
| Q2 2023 | $991,221 | +3.4% | 9,553 | +0.6% | 0.91% | -19.6% |
| Q1 2023 | $958,833 | -1.2% | 9,492 | +0.6% | 1.14% | +31.6% |
| Q4 2022 | $970,383 | +16.1% | 9,435 | +1.4% | 0.86% | -7.7% |
| Q3 2022 | $836,000 | -6.6% | 9,302 | 0.0% | 0.94% | -30.7% |
| Q2 2022 | $895,000 | -9.8% | 9,302 | +0.6% | 1.35% | +104.9% |
| Q1 2022 | $992,000 | +0.9% | 9,246 | +0.5% | 0.66% | +12.3% |
| Q4 2021 | $983,000 | +10.6% | 9,200 | +1.3% | 0.59% | +14.4% |
| Q3 2021 | $889,000 | -1.8% | 9,086 | 0.0% | 0.51% | +1.0% |
| Q2 2021 | $905,000 | +12.7% | 9,086 | +7.7% | 0.51% | +9.7% |
| Q1 2021 | $803,000 | +212.5% | 8,435 | +184.5% | 0.46% | +223.8% |
| Q4 2020 | $257,000 | +26.6% | 2,965 | +17.8% | 0.14% | +20.2% |
| Q2 2019 | $203,000 | -4.7% | 2,518 | -8.0% | 0.12% | -13.8% |
| Q1 2019 | $213,000 | 0.0% | 2,736 | +3.2% | 0.14% | -33.7% |
| Q3 2018 | $213,000 | – | 2,651 | – | 0.21% | – |
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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% |