Bogart Wealth, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 3 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$20,419
-2.3%
2010.0%0.00%0.0%
Q2 2023$20,894
+2.7%
2010.0%0.00%0.0%
Q1 2023$20,342
-1.8%
2010.0%0.00%0.0%
Q4 2022$20,7102010.00%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2023
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