Steward Partners Investment Advisory, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 317 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
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$168,0002,3000.01%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2023
NameSharesValueWeighting ↓
Zeit Capital LLC 218,718$22,177,98420.56%
Black Diamond Financial, LLC 550,253$55,795,65417.17%
Greytown Advisors Inc. 274,813$27,866,10015.42%
BHK Investment Advisors, LLC 234,073$23,735,00810.92%
Bernardo Wealth Planning LLC 230,800$23,403,0829.25%
Marmo Financial Group, LLC 82,721$8,387,9557.96%
BSW Wealth Partners 300,359$30,456,3376.78%
Von Berge Wealth Management Group, LLC 75,559$7,661,3456.54%
MEANS INVESTMENT CO., INC. 322,479$32,699,3685.35%
PETREDIS INVESTMENT ADVISORS LLC 359,853$36,489,1595.17%
View complete list of VANGUARD WORLD FD shareholders