VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 3 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $27,866,100 | -2.1% | 274,813 | +0.1% | 15.42% | -0.5% |
Q2 2023 | $28,472,519 | +18.2% | 274,407 | +15.1% | 15.49% | +24.4% |
Q1 2023 | $24,085,026 | -2.3% | 238,418 | -0.6% | 12.46% | -7.0% |
Q4 2022 | $24,663,574 | +18.6% | 239,801 | +4.5% | 13.40% | +6.7% |
Q3 2022 | $20,787,000 | -7.7% | 229,467 | -2.0% | 12.56% | -1.7% |
Q2 2022 | $22,531,000 | -11.2% | 234,236 | -1.0% | 12.77% | +4.2% |
Q1 2022 | $25,383,000 | -4.2% | 236,518 | -4.6% | 12.26% | +8.9% |
Q4 2021 | $26,496,000 | +4.9% | 248,048 | -3.3% | 11.26% | +0.2% |
Q3 2021 | $25,254,000 | +3.1% | 256,514 | +4.3% | 11.24% | -5.3% |
Q2 2021 | $24,495,000 | +10.7% | 245,884 | +5.8% | 11.87% | +8.2% |
Q1 2021 | $22,133,000 | +32.9% | 232,487 | +21.2% | 10.97% | -4.2% |
Q4 2020 | $16,656,000 | +18.0% | 191,846 | +4.3% | 11.45% | -1.4% |
Q3 2020 | $14,114,000 | +6.4% | 184,012 | +1.5% | 11.61% | -5.5% |
Q2 2020 | $13,269,000 | +4.5% | 181,226 | -5.8% | 12.28% | -2.2% |
Q1 2020 | $12,697,000 | -28.6% | 192,352 | -5.7% | 12.56% | -0.4% |
Q4 2019 | $17,789,000 | +3.0% | 204,050 | -3.7% | 12.61% | -1.7% |
Q3 2019 | $17,272,000 | -1.4% | 211,799 | -2.0% | 12.83% | +2.6% |
Q2 2019 | $17,522,000 | +14.4% | 216,195 | +10.1% | 12.50% | +13.5% |
Q1 2019 | $15,315,000 | -2.8% | 196,275 | -11.0% | 11.02% | -2.9% |
Q4 2018 | $15,764,000 | +12.2% | 220,591 | +26.4% | 11.34% | +22.2% |
Q3 2018 | $14,054,000 | -31.8% | 174,518 | -36.8% | 9.28% | -3.5% |
Q2 2018 | $20,616,000 | +8.6% | 275,937 | +8.9% | 9.62% | +1.3% |
Q1 2018 | $18,988,000 | +1.9% | 253,448 | +3.9% | 9.50% | -0.8% |
Q4 2017 | $18,637,000 | -10.4% | 243,871 | -15.4% | 9.58% | -20.2% |
Q3 2017 | $20,794,000 | +17.5% | 288,393 | +13.0% | 12.00% | -16.8% |
Q2 2017 | $17,703,000 | +3.4% | 255,230 | +2.2% | 14.43% | -4.9% |
Q1 2017 | $17,126,000 | -2.0% | 249,627 | -4.2% | 15.18% | -9.3% |
Q4 2016 | $17,484,000 | – | 260,611 | – | 16.74% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Greytown Advisors Inc. | 184,012 | $14,114,000 | 11.61% |
Filbrandt Wealth Management, LLC | 159,157 | $12,207,000 | 9.55% |
Black Diamond Financial, LLC | 217,854 | $16,709,000 | 9.37% |
BHK Investment Advisors, LLC | 210,241 | $16,126,000 | 9.08% |
Biltmore Capital Advisors LLC | 300,658 | $23,061,000 | 6.72% |
Capital Advantage, Inc. | 183,995 | $14,398,000 | 4.74% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 98,814 | $7,579,000 | 4.47% |
LINCOLN NATIONAL CORP | 1,908,549 | $146,385,000 | 4.35% |
PLANNING DIRECTIONS INC | 56,737 | $4,352,000 | 3.83% |
ASSETMARK, INC | 6,077,293 | $466,128,000 | 3.01% |