Geneos Wealth Management Inc. - 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
Geneos Wealth Management Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$20,280
-2.3%
2000.0%0.00%0.0%
Q2 2023$20,752
+2.7%
2000.0%0.00%0.0%
Q1 2023$20,204
-71.1%
200
-70.5%
0.00%
-75.0%
Q4 2022$69,835
+217.4%
679
+171.6%
0.00%
+100.0%
Q3 2022$22,000
-58.5%
250
-54.7%
0.00%
-33.3%
Q2 2022$53,000
+1.9%
552
+13.3%
0.00%
+50.0%
Q1 2022$52,0000.0%4870.0%0.00%0.0%
Q4 2021$52,000
+126.1%
487
+105.5%
0.00%
+100.0%
Q3 2021$23,0000.0%2370.0%0.00%0.0%
Q2 2021$23,000
-62.9%
237
-62.8%
0.00%
-50.0%
Q1 2021$62,0006370.00%
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