Integrated Wealth Concepts LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 296 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.8%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,565,744
-19.9%
45,027
-18.1%
0.08%
-17.3%
Q2 2023$5,703,338
+501954.4%
54,967
+388.6%
0.10%
+326.1%
Q1 2023$1,136
+425.9%
11,250
+435.7%
0.02%
+283.3%
Q4 2022$216
-99.9%
2,100
-0.7%
0.01%0.0%
Q2 2022$203,000
-1.9%
2,115
-32.7%
0.01%
-68.4%
Q1 2020$207,000
-24.2%
3,142
+0.5%
0.02%
-17.4%
Q4 2019$273,0003,1260.02%
Other shareholders
VANGUARD WORLD FD shareholders Q3 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