Keystone Financial Group - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 330 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%.

Quarter-by-quarter ownership
Keystone Financial Group ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$481,549
-0.4%
4,749
+1.9%
0.08%
-1.2%
Q2 2023$483,418
+6.0%
4,659
+5.1%
0.08%
-8.9%
Q4 2022$456,037
+25.6%
4,434
+9.9%
0.09%
+21.6%
Q3 2022$363,000
-6.4%
4,0340.0%0.07%
-3.9%
Q2 2022$388,000
+2.4%
4,034
+14.1%
0.08%
+20.3%
Q1 2022$379,000
+0.3%
3,5340.0%0.06%
+3.2%
Q4 2021$378,0003,5340.06%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
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