Wealthcare Advisory Partners LLC - VANGUARD WORLD FD ownership

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
Wealthcare Advisory Partners LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$16,204,136
-15.1%
159,804
-13.1%
0.74%
-12.9%
Q2 2023$19,086,590
-17.1%
183,949
-19.3%
0.85%
-13.7%
Q1 2023$23,028,167
-1.5%
227,957
+0.3%
0.99%
-11.4%
Q4 2022$23,369,685
+29.4%
227,221
+13.1%
1.12%
+8.4%
Q3 2022$18,056,000
-14.8%
200,820
-8.9%
1.03%
-19.7%
Q2 2022$21,192,000
-5.4%
220,341
+5.5%
1.28%
-5.8%
Q1 2022$22,405,000
+6.2%
208,770
+5.7%
1.36%
+7.8%
Q4 2021$21,098,000
+23.5%
197,508
+13.1%
1.26%
+13.0%
Q3 2021$17,086,000
+9.2%
174,616
+11.2%
1.12%
+6.7%
Q2 2021$15,647,000
+26.5%
157,064
+20.8%
1.05%
+16.9%
Q1 2021$12,373,000
+81.4%
129,970
+65.4%
0.90%
+47.9%
Q4 2020$6,822,000
+206.2%
78,572
+170.5%
0.61%
+148.4%
Q3 2020$2,228,000
+7326.7%
29,047
+6187.2%
0.24%
+6000.0%
Q1 2020$30,000
-14.3%
462
+13.5%
0.00%0.0%
Q4 2019$35,000
+6.1%
407
+0.5%
0.00%
-20.0%
Q3 2019$33,000
-10.8%
405
-11.0%
0.01%
-16.7%
Q2 2019$37,000
+2.8%
4550.0%0.01%0.0%
Q1 2019$36,000
+9.1%
4550.0%0.01%0.0%
Q4 2018$33,000
-8.3%
4550.0%0.01%
-14.3%
Q3 2018$36,000
+5.9%
4550.0%0.01%0.0%
Q2 2018$34,0000.0%4550.0%0.01%
-12.5%
Q1 2018$34,0004550.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2023
NameSharesValueWeighting ↓
Greytown Advisors Inc. 184,012$14,114,00011.61%
Filbrandt Wealth Management, LLC 159,157$12,207,0009.55%
Black Diamond Financial, LLC 217,854$16,709,0009.37%
BHK Investment Advisors, LLC 210,241$16,126,0009.08%
Biltmore Capital Advisors LLC 300,658$23,061,0006.72%
Capital Advantage, Inc. 183,995$14,398,0004.74%
OGOREK ANTHONY JOSEPH /NY/ /ADV 98,814$7,579,0004.47%
LINCOLN NATIONAL CORP 1,908,549$146,385,0004.35%
PLANNING DIRECTIONS INC 56,737$4,352,0003.83%
ASSETMARK, INC 6,077,293$466,128,0003.01%
View complete list of VANGUARD WORLD FD shareholders