Kovitz Investment Group Partners, 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
Kovitz Investment Group Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$274,287
-2.3%
2,7050.0%0.01%
+25.0%
Q2 2023$280,671
+102709.9%
2,7050.0%0.00%
-20.0%
Q1 2023$273
-99.9%
2,705
-4.9%
0.01%
-16.7%
Q3 2022$256,000
-16.1%
2,845
-10.3%
0.01%
-14.3%
Q2 2022$305,000
-21.4%
3,170
-12.3%
0.01%0.0%
Q1 2022$388,000
-55.9%
3,614
-64.3%
0.01%
-66.7%
Q4 2021$879,000
-67.2%
10,120
-63.0%
0.02%
-60.4%
Q3 2021$2,678,000
-4.3%
27,373
-2.6%
0.05%
-3.6%
Q2 2021$2,799,000
+202.9%
28,100
+189.4%
0.06%
+150.0%
Q1 2021$924,000
+5.1%
9,710
-4.1%
0.02%
+4.8%
Q4 2020$879,000
-30.2%
10,120
-38.4%
0.02%
-40.0%
Q3 2020$1,260,000
-33.9%
16,425
-36.9%
0.04%
-40.7%
Q2 2020$1,905,000
-37.9%
26,015
-44.0%
0.06%
-46.8%
Q1 2020$3,067,000
-25.4%
46,465
-1.5%
0.11%
-7.5%
Q4 2019$4,114,000
+6.8%
47,195
-0.2%
0.12%
-2.4%
Q3 2019$3,853,000
+0.8%
47,305
-0.4%
0.12%
+1.7%
Q2 2019$3,824,000
+2.4%
47,505
-0.8%
0.12%
+2.5%
Q1 2019$3,736,00047,8750.12%
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