Concorde Asset Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 205 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.7%.

Quarter-by-quarter ownership
Concorde Asset Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
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%
9,3020.0%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%
9,0860.0%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$213,0000.0%2,736
+3.2%
0.14%
-33.7%
Q3 2018$213,0002,6510.21%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Zeit Capital LLC 243,057$25,963,00020.85%
Select Asset Management & Trust 199,981$21,362,00014.13%
Black Diamond Financial, LLC 361,004$38,562,00012.99%
Greytown Advisors Inc. 248,048$26,496,00011.26%
BHK Investment Advisors, LLC 247,916$26,482,00010.45%
Bernardo Wealth Planning LLC 190,551$20,354,0009.94%
WNY Asset Management, LLC 170,079$18,135,0005.40%
Biltmore Capital Advisors LLC 295,369$31,551,0005.27%
LINCOLN NATIONAL CORP 2,010,100$214,719,0004.33%
Von Berge Wealth Management Group, LLC 44,303$4,688,0004.32%
View complete list of VANGUARD WORLD FD shareholders