VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 315 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,287 | -2.3% | 2,705 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $280,671 | +102709.9% | 2,705 | 0.0% | 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 | $3,736,000 | – | 47,875 | – | 0.12% | – |
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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% |