VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 322 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $197,223 | -2.3% | 1,945 | 0.0% | 0.01% | +16.7% |
| Q2 2023 | $201,813 | +2.7% | 1,945 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $196,484 | +27.4% | 1,945 | +29.7% | 0.01% | 0.0% |
| Q4 2022 | $154,275 | +14.3% | 1,500 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $135,000 | -6.2% | 1,500 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $144,000 | -11.7% | 1,500 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $163,000 | +1.9% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $160,000 | -34.7% | 1,500 | -40.0% | 0.01% | -40.0% |
| Q3 2021 | $245,000 | -1.6% | 2,500 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $249,000 | +4.6% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $238,000 | +9.7% | 2,500 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $217,000 | +13.0% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $192,000 | +4.9% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $183,000 | +10.9% | 2,500 | 0.0% | 0.01% | -7.7% |
| Q1 2020 | $165,000 | -24.3% | 2,500 | 0.0% | 0.01% | -18.8% |
| Q4 2019 | $218,000 | +6.9% | 2,500 | 0.0% | 0.02% | -5.9% |
| Q3 2019 | $204,000 | – | 2,500 | – | 0.02% | – |
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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% |