EverSource Wealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 267 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 0.92 and the average weighting 0.7%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,025,334
-4.1%
39,698
-1.9%
0.43%
-7.8%
Q2 2023$4,196,955
+3.7%
40,449
+1.0%
0.46%
-8.1%
Q1 2023$4,045,788
-2.1%
40,049
-0.3%
0.50%
-19.5%
Q4 2022$4,131,273
+15.0%
40,168
+0.5%
0.63%
-23.9%
Q3 2022$3,593,000
-15.3%
39,961
-9.4%
0.82%
-24.8%
Q2 2022$4,243,000
-27.6%
44,118
-19.2%
1.09%
-26.4%
Q1 2022$5,862,000
-6.7%
54,620
-7.2%
1.49%
-15.5%
Q4 2021$6,286,00058,8521.76%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Greytown Advisors Inc. 196,275$15,315,00011.02%
BHK Investment Advisors, LLC 131,477$10,259,0006.22%
Capital Advantage, Inc. 200,176$15,620,0005.55%
Blue Edge Capital, LLC 120,620$13,338,056,0005.06%
PLANNING DIRECTIONS INC 50,764$3,961,0004.71%
LINCOLN NATIONAL CORP 1,421,640$110,930,0004.60%
WealthShield Partners, LLC 81,607$6,366,0003.56%
Black Diamond Financial, LLC 48,778$3,806,0003.40%
ASSETMARK, INC 3,156,816$246,326,0002.22%
Avior Wealth Management, LLC 128,948$10,061,0002.13%
View complete list of VANGUARD WORLD FD shareholders