VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 322 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,139 | -21.6% | 2,349 | -19.7% | 0.00% | 0.0% |
| Q2 2023 | $303,557 | +7.8% | 2,926 | +5.0% | 0.00% | -25.0% |
| Q1 2023 | $281,528 | +23.7% | 2,787 | -4.5% | 0.00% | -33.3% |
| Q4 2022 | $227,543 | +4.4% | 2,917 | +28.7% | 0.01% | +50.0% |
| Q2 2022 | $218,000 | -19.0% | 2,267 | -10.1% | 0.00% | 0.0% |
| Q4 2021 | $269,000 | +10.7% | 2,522 | +1.4% | 0.00% | -33.3% |
| Q3 2021 | $243,000 | -4.7% | 2,486 | -2.9% | 0.01% | -14.3% |
| Q2 2021 | $255,000 | +6.7% | 2,561 | +1.8% | 0.01% | 0.0% |
| Q1 2021 | $239,000 | – | 2,515 | – | 0.01% | – |
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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% |