Mutual Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 370 filers reported holding VANGUARD WORLD FD in Q1 2024. The put-call ratio across all filers is 0.00 and the average weighting 0.7%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$4,194,088
+11.2%
34,115
+8.1%
0.13%
+5.0%
Q1 2024$3,770,377
+28.5%
31,549
+17.6%
0.12%
+18.6%
Q4 2023$2,933,044
+14.9%
26,818
+6.5%
0.10%
+2.0%
Q3 2023$2,553,370
+32.0%
25,181
+35.1%
0.10%
+37.0%
Q2 2023$1,934,241
+25.8%
18,641
+22.4%
0.07%
+15.9%
Q1 2023$1,537,895
+0.7%
15,224
+2.5%
0.06%
-7.4%
Q4 2022$1,527,488
+14.8%
14,852
+0.3%
0.07%0.0%
Q3 2022$1,331,000
+66.0%
14,805
+77.6%
0.07%
+28.3%
Q2 2022$802,000
-76.9%
8,335
-74.2%
0.05%
-72.7%
Q1 2022$3,465,000
+350.0%
32,286
+347.7%
0.19%
+373.2%
Q4 2021$770,000
+9.1%
7,211
-0.1%
0.04%
-2.4%
Q3 2021$706,0007,2160.04%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2024
NameSharesValueWeighting ↓
Zeit Capital LLC 214,283$25,392,51620.62%
Greytown Advisors Inc. 227,219$27,086,70315.89%
Black Diamond Financial, LLC 616,892$73,101,92714.12%
ETF Portfolio Partners, Inc. 357,668$42,383,71013.27%
Sheridan Capital Management, LLC 144,532$17,079,34212.69%
BHK Investment Advisors, LLC 229,493$27,194,89410.67%
Von Berge Wealth Management Group, LLC 104,979$12,405,4077.89%
Bernardo Wealth Planning LLC 242,607$28,748,8877.73%
LINCOLN NATIONAL CORP 1,923,968$227,990,2087.71%
MEANS INVESTMENT CO., INC. 477,157$56,543,0746.76%
View complete list of VANGUARD WORLD FD shareholders