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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $408,000 | 0.0% | 4,095 | 0.0% | 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 | $39,000 | 0.0% | 485 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $39,000 | +18.2% | 485 | +12.8% | 0.01% | +14.3% |
Q1 2019 | $33,000 | +10.0% | 430 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $30,000 | -30.2% | 430 | -20.4% | 0.01% | -12.5% |
Q3 2018 | $43,000 | +7.5% | 540 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $40,000 | – | 540 | – | 0.01% | – |
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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% |