Pensionmark Financial Group, 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
Pensionmark Financial Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2021$333,000
-2.1%
3,345
-1.2%
0.08%
-7.3%
Q1 2021$340,000
+5.9%
3,387
-4.9%
0.08%
+1.2%
Q4 2020$321,000
+2.6%
3,561
-12.8%
0.08%
-24.3%
Q3 2020$313,000
-2.5%
4,084
+0.5%
0.11%
-4.5%
Q2 2020$321,000
+27.4%
4,064
+6.6%
0.11%
-4.3%
Q1 2020$252,000
-8.0%
3,814
+21.2%
0.12%
+9.3%
Q4 2019$274,000
+13.7%
3,148
+6.3%
0.11%
+3.9%
Q3 2019$241,000
+2.1%
2,9610.0%0.10%
-1.0%
Q2 2019$236,0002,9610.10%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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