Global Retirement Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 322 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,091,548
-6.7%
10,962
-2.8%
0.06%
-3.5%
Q2 2023$1,169,603
+2.9%
11,272
-0.2%
0.06%
-5.0%
Q1 2023$1,136,880
+671.5%
11,299
+688.5%
0.06%
+500.0%
Q4 2022$147,362
+23.8%
1,433
+21.6%
0.01%
+11.1%
Q3 2022$119,000
+5.3%
1,178
+0.2%
0.01%0.0%
Q2 2022$113,000
-5.8%
1,176
+0.2%
0.01%0.0%
Q1 2022$120,000
+8.1%
1,174
+3.3%
0.01%
-18.2%
Q3 2021$111,000
-1.8%
1,1370.0%0.01%
-8.3%
Q2 2021$113,000
+56.9%
1,137
+49.4%
0.01%
+50.0%
Q1 2021$72,000
+9.1%
761
+0.1%
0.01%0.0%
Q4 2020$66,000
+13.8%
7600.0%0.01%0.0%
Q3 2020$58,000
+7.4%
760
+3.3%
0.01%
-11.1%
Q2 2020$54,000
+440.0%
736
+466.2%
0.01%
+200.0%
Q4 2017$10,000
+11.1%
1300.0%0.00%
-25.0%
Q3 2017$9,0000.0%1300.0%0.00%0.0%
Q2 2017$9,0000.0%1300.0%0.00%
-20.0%
Q1 2017$9,0000.0%1300.0%0.01%
-16.7%
Q4 2016$9,0001300.01%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2023
NameSharesValueWeighting ↓
Zeit Capital LLC 243,057$25,963,00020.85%
Select Asset Management & Trust 199,981$21,362,00014.13%
Black Diamond Financial, LLC 361,004$38,562,00012.99%
Greytown Advisors Inc. 248,048$26,496,00011.26%
BHK Investment Advisors, LLC 247,916$26,482,00010.45%
Bernardo Wealth Planning LLC 190,551$20,354,0009.94%
WNY Asset Management, LLC 170,079$18,135,0005.40%
Biltmore Capital Advisors LLC 295,369$31,551,0005.27%
LINCOLN NATIONAL CORP 2,010,100$214,719,0004.33%
Von Berge Wealth Management Group, LLC 44,303$4,688,0004.32%
View complete list of VANGUARD WORLD FD shareholders