AE Wealth Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 225 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,973,343
-0.4%
29,323
+1.9%
0.02%0.0%
Q2 2023$2,986,442
+23.7%
28,782
+20.4%
0.02%
+12.5%
Q1 2023$2,414,292
-8.1%
23,899
-6.4%
0.02%
-15.8%
Q4 2022$2,626,517
+14.4%
25,537
+0.0%
0.02%
+5.6%
Q3 2022$2,295,000
-32.2%
25,529
-27.4%
0.02%
-33.3%
Q2 2022$3,383,000
-77.1%
35,169
-74.4%
0.03%
-73.3%
Q1 2022$14,753,000
+299.7%
137,469
+297.8%
0.10%
+288.5%
Q4 2021$3,691,000
+66.7%
34,553
+52.7%
0.03%
+44.4%
Q3 2021$2,214,000
-0.2%
22,627
+1.6%
0.02%
-5.3%
Q2 2021$2,218,000
+5.1%
22,260
+0.4%
0.02%
-9.5%
Q1 2021$2,111,000
+0.9%
22,175
-8.0%
0.02%
-12.5%
Q4 2020$2,093,000
-32.5%
24,111
-40.3%
0.02%
-45.5%
Q3 2020$3,100,000
+13.3%
40,413
+8.2%
0.04%
+4.8%
Q2 2020$2,735,000
+45.0%
37,357
+30.8%
0.04%
-2.3%
Q1 2020$1,886,000
-44.6%
28,571
-26.8%
0.04%
-41.9%
Q4 2019$3,404,000
+37.3%
39,048
+28.3%
0.07%
+2.8%
Q3 2019$2,479,000
+12.3%
30,444
+11.0%
0.07%
+9.1%
Q2 2019$2,207,000
+207.4%
27,422
+198.0%
0.07%
+32.0%
Q1 2019$718,000
-59.1%
9,202
-58.1%
0.05%
-48.5%
Q3 2018$1,756,000
+45.8%
21,938
+35.6%
0.10%
+18.3%
Q2 2018$1,204,00016,1760.08%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
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