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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $22,000 | – | 306 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Greytown Advisors Inc. | 196,275 | $15,315,000 | 11.02% |
| BHK Investment Advisors, LLC | 131,477 | $10,259,000 | 6.22% |
| Capital Advantage, Inc. | 200,176 | $15,620,000 | 5.55% |
| Blue Edge Capital, LLC | 120,620 | $13,338,056,000 | 5.06% |
| PLANNING DIRECTIONS INC | 50,764 | $3,961,000 | 4.71% |
| LINCOLN NATIONAL CORP | 1,421,640 | $110,930,000 | 4.60% |
| WealthShield Partners, LLC | 81,607 | $6,366,000 | 3.56% |
| Black Diamond Financial, LLC | 48,778 | $3,806,000 | 3.40% |
| ASSETMARK, INC | 3,156,816 | $246,326,000 | 2.22% |
| Avior Wealth Management, LLC | 128,948 | $10,061,000 | 2.13% |