WealthOne, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 138 filers reported holding VANGUARD WORLD FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$434,443
+2.0%
4,187
-0.7%
0.16%
-4.2%
Q1 2023$425,799
-15.0%
4,215
-13.4%
0.17%
-18.2%
Q4 2022$500,880
+12.3%
4,870
-1.8%
0.20%
+5.2%
Q3 2022$446,000
-6.5%
4,961
-0.0%
0.19%
-1.0%
Q2 2022$477,000
-13.7%
4,963
-3.6%
0.20%0.0%
Q1 2022$553,000
-25.9%
5,150
-32.4%
0.20%
-30.4%
Q3 2021$746,000
-8.9%
7,622
-7.2%
0.28%
-12.5%
Q2 2021$819,000
+4.9%
8,217
+0.1%
0.32%
-4.8%
Q1 2021$781,000
+1.0%
8,205
-7.9%
0.34%
-9.9%
Q4 2020$773,000
-4.2%
8,905
-15.3%
0.37%
-18.0%
Q3 2020$807,000
-18.3%
10,516
-22.1%
0.46%
-24.9%
Q2 2020$988,000
+66.6%
13,498
+50.2%
0.61%
+33.5%
Q1 2020$593,000
+2595.5%
8,985
+2836.3%
0.45%
+2289.5%
Q4 2018$22,0003060.02%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2019
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