Steward Partners Investment Advisory, LLC - VANGUARD WORLD FD ownership

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VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 336 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 8.22 and the average weighting 0.9%.

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Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$234,630
-0.8%
1,9800.0%0.00%
-33.3%
Q1 2024$236,630
+6.9%
1,980
-2.1%
0.00%0.0%
Q4 2023$221,256
+7.9%
2,0230.0%0.00%0.0%
Q3 2023$205,132
-2.3%
2,0230.0%0.00%0.0%
Q2 2023$209,906
+1.5%
2,023
-1.2%
0.00%0.0%
Q1 2023$206,889
-9.8%
2,048
-8.2%
0.00%
-25.0%
Q4 2022$229,356
+14.7%
2,2300.0%0.00%0.0%
Q3 2022$200,000
-16.3%
2,230
-10.1%
0.00%0.0%
Q2 2022$239,000
-12.5%
2,480
-2.7%
0.00%0.0%
Q1 2022$273,000
+0.4%
2,5480.0%0.00%0.0%
Q4 2021$272,000
+9.2%
2,5480.0%0.00%0.0%
Q3 2021$249,000
-2.0%
2,5480.0%0.00%0.0%
Q2 2021$254,000
-100.0%
2,548
-75.1%
0.00%
-55.6%
Q1 2021$973,896,000
+479651.7%
10,230
+337.6%
0.01%
+125.0%
Q4 2020$203,000
+15.3%
2,338
+1.7%
0.00%0.0%
Q3 2020$176,000
+4.8%
2,3000.0%0.00%
-20.0%
Q2 2020$168,000–2,300–0.01%–
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Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
NameSharesValueWeighting ↓
Zeit Capital LLC 238,653$23,775,00020.26%
Select Asset Management & Trust 249,010$24,806,00014.09%
Greytown Advisors Inc. 245,884$24,495,00011.87%
Black Diamond Financial, LLC 276,870$27,713,00010.83%
BHK Investment Advisors, LLC 247,634$24,669,00010.08%
Bernardo Wealth Planning LLC 164,647$16,402,0009.85%
WNY Asset Management, LLC 240,806$23,967,0008.59%
Filbrandt Wealth Management, LLC 149,394$14,883,0008.44%
Capital Advantage, Inc. 192,692$19,196,0005.03%
Bouchey Financial Group Ltd 298,855$29,772,0004.74%
View complete list of VANGUARD WORLD FD shareholders