AllSquare Wealth Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 223 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.8%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2021$3,0000.0%320.0%0.00%0.0%
Q3 2021$3,0000.0%320.0%0.00%0.0%
Q2 2021$3,0000.0%320.0%0.00%0.0%
Q1 2021$3,0000.0%320.0%0.00%0.0%
Q4 2020$3,000
+50.0%
320.0%0.00%
+100.0%
Q3 2020$2,0000.0%320.0%0.00%
-50.0%
Q2 2020$2,0000.0%320.0%0.00%0.0%
Q1 2020$2,000
-33.3%
320.0%0.00%0.0%
Q4 2019$3,0000.0%320.0%0.00%0.0%
Q3 2019$3,0000.0%320.0%0.00%0.0%
Q2 2019$3,000
+50.0%
320.0%0.00%0.0%
Q1 2019$2,0000.0%320.0%0.00%0.0%
Q4 2018$2,000
-33.3%
320.0%0.00%0.0%
Q3 2018$3,000
+50.0%
320.0%0.00%0.0%
Q2 2018$2,0000.0%320.0%0.00%0.0%
Q1 2018$2,0000.0%320.0%0.00%0.0%
Q4 2017$2,0000.0%320.0%0.00%0.0%
Q3 2017$2,0000.0%320.0%0.00%0.0%
Q2 2017$2,0000.0%320.0%0.00%0.0%
Q1 2017$2,0000.0%320.0%0.00%0.0%
Q4 2016$2,000320.00%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
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