Retirement Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 315 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$6,549
-1.6%
65
+1.6%
0.00%0.0%
Q2 2023$6,657
+110850.0%
640.0%0.00%0.0%
Q1 2023$6
-14.3%
64
+1.6%
0.00%0.0%
Q4 2022$7
-99.9%
63
+1.6%
0.00%
+50.0%
Q2 2022$6,000
-14.3%
620.0%0.00%
-33.3%
Q1 2022$7,0000.0%620.0%0.00%0.0%
Q4 2021$7,000
+16.7%
62
+1.6%
0.00%0.0%
Q3 2021$6,0000.0%610.0%0.00%0.0%
Q2 2021$6,0000.0%61
+1.7%
0.00%0.0%
Q1 2021$6,000
+20.0%
600.0%0.00%
+50.0%
Q4 2020$5,0000.0%600.0%0.00%
-33.3%
Q3 2020$5,000
+25.0%
60
+1.7%
0.00%
+50.0%
Q2 2020$4,000590.00%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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