Fusion Family Wealth LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 287 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$333,606
-2.3%
3,2900.0%0.04%0.0%
Q2 2023$341,370
+2.7%
3,2900.0%0.04%
-4.7%
Q1 2023$332,356
-1.8%
3,2900.0%0.04%
-6.5%
Q4 2022$338,377
-10.0%
3,290
-14.3%
0.05%
-19.3%
Q3 2022$376,000
+19.0%
3,840
+16.7%
0.06%
+26.7%
Q2 2022$316,000
-16.8%
3,290
-7.1%
0.04%
-11.8%
Q1 2022$380,000
+0.5%
3,5400.0%0.05%
-8.9%
Q4 2021$378,000
+0.5%
3,540
-7.8%
0.06%
-1.8%
Q3 2021$376,000
-1.8%
3,8400.0%0.06%0.0%
Q2 2021$383,000
+4.6%
3,8400.0%0.06%0.0%
Q1 2021$366,000
+9.9%
3,8400.0%0.06%
-3.4%
Q4 2020$333,000
+12.9%
3,8400.0%0.06%
-1.7%
Q3 2020$295,000
+5.0%
3,8400.0%0.06%
-9.1%
Q2 2020$281,000
+11.1%
3,8400.0%0.07%
-2.9%
Q1 2020$253,000
-24.5%
3,8400.0%0.07%
-11.7%
Q4 2019$335,000
+7.0%
3,8400.0%0.08%
-7.2%
Q3 2019$313,000
+1.3%
3,8400.0%0.08%
+7.8%
Q2 2019$309,000
+3.0%
3,8400.0%0.08%
-7.2%
Q1 2019$300,000
+9.5%
3,8400.0%0.08%
+2.5%
Q4 2018$274,000
-10.7%
3,8400.0%0.08%
-1.2%
Q3 2018$307,000
+7.3%
3,8400.0%0.08%
+2.5%
Q2 2018$286,000
+0.7%
3,8400.0%0.08%
-15.8%
Q1 2018$284,000
-3.4%
3,8400.0%0.10%
+30.1%
Q4 2017$294,000
+6.5%
3,8400.0%0.07%
-21.5%
Q3 2017$276,000
+3.8%
3,8400.0%0.09%
+2.2%
Q2 2017$266,000
+1.1%
3,8400.0%0.09%
-8.1%
Q1 2017$263,0003,8400.10%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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