VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 322 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 4,034 | 0.0% | 0.07% | -3.9% |
| Q2 2022 | $388,000 | +2.4% | 4,034 | +14.1% | 0.08% | +20.3% |
| Q1 2022 | $379,000 | +0.3% | 3,534 | 0.0% | 0.06% | +3.2% |
| Q4 2021 | $378,000 | – | 3,534 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Greytown Advisors Inc. | 184,012 | $14,114,000 | 11.61% |
| Filbrandt Wealth Management, LLC | 159,157 | $12,207,000 | 9.55% |
| Black Diamond Financial, LLC | 217,854 | $16,709,000 | 9.37% |
| BHK Investment Advisors, LLC | 210,241 | $16,126,000 | 9.08% |
| Biltmore Capital Advisors LLC | 300,658 | $23,061,000 | 6.72% |
| Capital Advantage, Inc. | 183,995 | $14,398,000 | 4.74% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 98,814 | $7,579,000 | 4.47% |
| LINCOLN NATIONAL CORP | 1,908,549 | $146,385,000 | 4.35% |
| PLANNING DIRECTIONS INC | 56,737 | $4,352,000 | 3.83% |
| ASSETMARK, INC | 6,077,293 | $466,128,000 | 3.01% |