Geneos Wealth Management Inc. - VANGUARD WORLD FD ownership

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
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 Q3 2023
NameSharesValueWeighting ↓
Zeit Capital LLC 227,761$23,425,26322.75%
Black Diamond Financial, LLC 483,747$49,753,35417.99%
Greytown Advisors Inc. 239,801$24,663,57413.40%
Marmo Financial Group, LLC 115,904$11,920,70211.52%
BHK Investment Advisors, LLC 185,888$19,118,58510.75%
Bernardo Wealth Planning LLC 214,549$22,066,41610.32%
PFG Private Wealth Management, LLC 158,377$16,28910.11%
MFA WEALTH ADVISORS, LLC 243,979$25,093,3199.09%
Silicon Valley Capital Partners 327,070$33,639,1097.70%
Select Asset Management & Trust 57,465$5,9107.10%
View complete list of VANGUARD WORLD FD shareholders