Pinion Investment Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 205 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.7%.

Quarter-by-quarter ownership
Pinion Investment Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$388,261
-34.6%
3,829
-33.1%
0.25%
-37.3%
Q2 2023$593,715
+3.6%
5,722
-10.3%
0.40%
-19.8%
Q3 2022$573,000
-2.7%
6,376
+4.2%
0.50%
+2.0%
Q2 2022$589,000
-17.0%
6,120
-7.5%
0.49%
-0.2%
Q1 2022$710,000
-46.7%
6,615
-49.2%
0.49%
+0.6%
Q4 2021$1,332,000
+110.1%
13,016
+101.0%
0.49%
-4.3%
Q3 2021$634,000
+4.6%
6,477
+6.4%
0.51%
+4.7%
Q2 2021$606,000
+1.0%
6,088
-3.3%
0.49%
-12.1%
Q1 2021$600,000
+4.5%
6,299
-4.7%
0.56%
-8.1%
Q4 2020$574,000
-14.7%
6,610
-28.1%
0.60%
-40.6%
Q3 2020$673,0000.0%9,1890.0%1.02%0.0%
Q2 2020$673,000
-10.7%
9,189
-19.5%
1.02%
-37.3%
Q1 2020$754,000
-20.5%
11,418
+5.0%
1.62%
-7.8%
Q4 2019$948,000
+8.7%
10,876
+1.6%
1.76%
-1.6%
Q3 2019$872,000
-9.2%
10,703
-10.3%
1.79%
-13.2%
Q2 2019$960,000
-11.4%
11,927
-14.2%
2.06%
+8.5%
Q1 2019$1,084,000
+15.0%
13,896
+5.4%
1.90%
-4.4%
Q4 2018$943,000
-6.2%
13,188
+5.0%
1.98%
+2.9%
Q3 2018$1,005,000
-7.0%
12,556
-13.5%
1.93%
-7.9%
Q2 2018$1,081,000
+5.9%
14,522
+5.3%
2.09%
-4.4%
Q1 2018$1,021,00013,7922.19%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Greytown Advisors Inc. 196,275$15,315,00011.02%
BHK Investment Advisors, LLC 131,477$10,259,0006.22%
Capital Advantage, Inc. 200,176$15,620,0005.55%
Blue Edge Capital, LLC 120,620$13,338,056,0005.06%
PLANNING DIRECTIONS INC 50,764$3,961,0004.71%
LINCOLN NATIONAL CORP 1,421,640$110,930,0004.60%
WealthShield Partners, LLC 81,607$6,366,0003.56%
Black Diamond Financial, LLC 48,778$3,806,0003.40%
ASSETMARK, INC 3,156,816$246,326,0002.22%
Avior Wealth Management, LLC 128,948$10,061,0002.13%
View complete list of VANGUARD WORLD FD shareholders