VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 315 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,735,008 | -1.4% | 234,073 | +0.9% | 10.92% | +5.9% |
| Q2 2023 | $24,064,318 | +2.4% | 231,923 | -0.3% | 10.30% | +0.3% |
| Q1 2023 | $23,498,035 | +22.9% | 232,608 | +25.1% | 10.27% | -4.5% |
| Q4 2022 | $19,118,585 | -9.3% | 185,888 | -20.7% | 10.75% | +1.6% |
| Q3 2022 | $21,081,000 | -11.9% | 234,466 | -5.8% | 10.59% | -1.6% |
| Q2 2022 | $23,927,000 | -6.1% | 248,773 | +4.7% | 10.76% | +0.9% |
| Q1 2022 | $25,493,000 | -3.7% | 237,544 | -4.2% | 10.66% | +2.0% |
| Q4 2021 | $26,482,000 | +10.0% | 247,916 | +0.8% | 10.45% | +5.4% |
| Q3 2021 | $24,072,000 | -2.4% | 246,011 | -0.7% | 9.92% | -1.6% |
| Q2 2021 | $24,669,000 | +20.8% | 247,634 | +5.3% | 10.08% | +6.2% |
| Q1 2021 | $20,427,000 | +0.0% | 235,276 | +0.0% | 9.49% | -0.5% |
| Q4 2020 | $20,426,000 | +26.7% | 235,270 | +11.9% | 9.53% | +5.0% |
| Q3 2020 | $16,126,000 | +18.9% | 210,241 | +13.5% | 9.08% | +13.3% |
| Q2 2020 | $13,557,000 | +21.0% | 185,154 | +9.1% | 8.01% | +0.4% |
| Q1 2020 | $11,206,000 | -21.7% | 169,765 | +3.4% | 7.98% | -2.2% |
| Q4 2019 | $14,309,000 | +27.6% | 164,134 | +19.2% | 8.15% | +25.9% |
| Q3 2019 | $11,213,000 | +2.2% | 137,684 | +1.0% | 6.48% | +3.8% |
| Q2 2019 | $10,973,000 | +7.0% | 136,316 | +3.7% | 6.24% | +0.3% |
| Q1 2019 | $10,259,000 | +11.8% | 131,477 | +2.4% | 6.22% | -9.8% |
| Q4 2018 | $9,178,000 | -8.4% | 128,423 | +2.6% | 6.90% | +2.3% |
| Q3 2018 | $10,019,000 | +4.5% | 125,180 | -2.9% | 6.74% | +1.1% |
| Q2 2018 | $9,590,000 | +3.1% | 128,875 | +2.7% | 6.67% | -2.8% |
| Q1 2018 | $9,298,000 | +3.4% | 125,546 | +6.7% | 6.86% | -9.6% |
| Q4 2017 | $8,992,000 | – | 117,610 | – | 7.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Greytown Advisors Inc. | 196,275 | $15,315,000 | 11.02% |
| BHK Investment Advisors, LLC | 131,477 | $10,259,000 | 6.22% |
| Capital Advantage, Inc. | 200,176 | $15,620,000 | 5.55% |
| Blue Edge Capital, LLC | 120,620 | $13,338,056,000 | 5.06% |
| PLANNING DIRECTIONS INC | 50,764 | $3,961,000 | 4.71% |
| LINCOLN NATIONAL CORP | 1,421,640 | $110,930,000 | 4.60% |
| WealthShield Partners, LLC | 81,607 | $6,366,000 | 3.56% |
| Black Diamond Financial, LLC | 48,778 | $3,806,000 | 3.40% |
| ASSETMARK, INC | 3,156,816 | $246,326,000 | 2.22% |
| Avior Wealth Management, LLC | 128,948 | $10,061,000 | 2.13% |