Retirement Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 3 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q4 2023
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