VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 317 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,137,573 | -5.7% | 11,219 | -3.5% | 0.24% | +3.5% |
| Q2 2023 | $1,205,968 | +3.9% | 11,623 | +1.2% | 0.23% | -3.4% |
| Q1 2023 | $1,160,485 | +3.0% | 11,488 | +4.9% | 0.24% | +55.6% |
| Q4 2022 | $1,126,277 | +19.7% | 10,951 | +4.6% | 0.15% | -34.1% |
| Q3 2022 | $941,000 | +234.9% | 10,469 | +257.8% | 0.23% | +301.8% |
| Q2 2022 | $281,000 | – | 2,926 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Greytown Advisors Inc. | 184,012 | $14,114,000 | 11.61% |
| Filbrandt Wealth Management, LLC | 159,157 | $12,207,000 | 9.55% |
| Black Diamond Financial, LLC | 217,854 | $16,709,000 | 9.37% |
| BHK Investment Advisors, LLC | 210,241 | $16,126,000 | 9.08% |
| Biltmore Capital Advisors LLC | 300,658 | $23,061,000 | 6.72% |
| Capital Advantage, Inc. | 183,995 | $14,398,000 | 4.74% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 98,814 | $7,579,000 | 4.47% |
| LINCOLN NATIONAL CORP | 1,908,549 | $146,385,000 | 4.35% |
| PLANNING DIRECTIONS INC | 56,737 | $4,352,000 | 3.83% |
| ASSETMARK, INC | 6,077,293 | $466,128,000 | 3.01% |