FLAGSHIP HARBOR ADVISORS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 296 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.8%.

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 Q3 2022
NameSharesValueWeighting ↓
Greytown Advisors Inc. 275,937$20,616,0009.62%
RELIANCE TRUST CO 5,849$435,0009.55%
BHK Investment Advisors, LLC 128,875$9,590,0006.67%
LINCOLN NATIONAL CORP 1,413,884$105,207,0003.85%
WealthShield Partners, LLC 82,955$6,211,0003.79%
PLANNING DIRECTIONS INC 46,837$3,485,0003.37%
Capital Advantage, Inc. 180,973$13,466,0003.17%
Blue Edge Capital, LLC 59,825$7,117,439,0002.85%
Avior Wealth Management, LLC 128,571$9,567,0002.16%
Pinion Investment Advisors, LLC 14,522$1,081,0002.09%
View complete list of VANGUARD WORLD FD shareholders