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 ↓
Zeit Capital LLC 230,066$20,685,00021.48%
Black Diamond Financial, LLC 469,241$42,241,00017.02%
Greytown Advisors Inc. 229,467$20,787,00012.56%
Bernardo Wealth Planning LLC 207,781$19,961,00011.30%
BHK Investment Advisors, LLC 234,466$21,081,00010.59%
PFG Private Wealth Management, LLC 150,627$13,543,0008.90%
MFA WEALTH ADVISORS, LLC 246,360$22,150,0008.20%
Select Asset Management & Trust 76,232$6,854,0008.17%
WNY Asset Management, LLC 190,668$17,129,0006.22%
Von Berge Wealth Management Group, LLC 54,995$5,015,0005.33%
View complete list of VANGUARD WORLD FD shareholders