FLAGSHIP HARBOR ADVISORS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 169 filers reported holding VANGUARD WORLD FD in Q2 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$253,839
-4.4%
2,503
-2.2%
0.02%
-4.5%
Q2 2023$265,393
-10.2%
2,558
-12.5%
0.02%
-21.4%
Q1 2023$295,470
+42.4%
2,925
+44.9%
0.03%
+33.3%
Q4 2022$207,557
-18.0%
2,018
-23.3%
0.02%
-25.0%
Q2 2022$253,000
-13.4%
2,631
-3.3%
0.03%0.0%
Q1 2022$292,000
+6.2%
2,722
+5.8%
0.03%
+7.7%
Q4 2021$275,000
-32.6%
2,572
-37.2%
0.03%
-40.9%
Q3 2021$408,0000.0%4,0950.0%0.04%0.0%
Q2 2021$408,000
-8.3%
4,095
-12.4%
0.04%
-13.7%
Q1 2021$445,000
+3.0%
4,674
-6.0%
0.05%
-5.6%
Q4 2020$432,000
+5.6%
4,972
-6.8%
0.05%
-1.8%
Q3 2020$409,000
+135.1%
5,333
+124.2%
0.06%
+111.5%
Q2 2020$174,000
+176.2%
2,379
+147.3%
0.03%
+100.0%
Q1 2020$63,000
-24.1%
962
+0.9%
0.01%
-13.3%
Q4 2019$83,000
+112.8%
953
+96.5%
0.02%
+87.5%
Q3 2019$39,0000.0%4850.0%0.01%0.0%
Q2 2019$39,000
+18.2%
485
+12.8%
0.01%
+14.3%
Q1 2019$33,000
+10.0%
4300.0%0.01%0.0%
Q4 2018$30,000
-30.2%
430
-20.4%
0.01%
-12.5%
Q3 2018$43,000
+7.5%
5400.0%0.01%0.0%
Q2 2018$40,0005400.01%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2020
NameSharesValueWeighting ↓
Greytown Advisors Inc. 196,275$15,315,00011.02%
BHK Investment Advisors, LLC 131,477$10,259,0006.22%
Capital Advantage, Inc. 200,176$15,620,0005.55%
Blue Edge Capital, LLC 120,620$13,338,056,0005.06%
PLANNING DIRECTIONS INC 50,764$3,961,0004.71%
LINCOLN NATIONAL CORP 1,421,640$110,930,0004.60%
WealthShield Partners, LLC 81,607$6,366,0003.56%
Black Diamond Financial, LLC 48,778$3,806,0003.40%
ASSETMARK, INC 3,156,816$246,326,0002.22%
Avior Wealth Management, LLC 128,948$10,061,0002.13%
View complete list of VANGUARD WORLD FD shareholders