Beacon Pointe Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 330 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 8.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$28,095,201
-9.8%
277,073
-7.7%
0.35%
-31.2%
Q2 2023$31,148,234
-16.0%
300,195
-18.2%
0.51%
-19.5%
Q1 2023$37,071,407
-9.4%
366,971
-7.8%
0.63%
-20.4%
Q4 2022$40,918,876
+9.5%
397,850
-4.3%
0.79%
-5.0%
Q3 2022$37,361,000
-14.2%
415,579
-8.2%
0.84%
-9.0%
Q2 2022$43,526,000
-16.3%
452,616
-6.6%
0.92%
+28.9%
Q1 2022$52,027,000
+3.9%
484,780
+3.4%
0.71%
-45.4%
Q4 2021$50,084,000
-5.2%
468,861
-13.2%
1.30%
+0.2%
Q3 2021$52,840,000
-14.6%
540,009
-13.0%
1.30%
-40.5%
Q2 2021$61,847,000620,8302.19%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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