VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 3 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,280 | -2.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $20,752 | +2.7% | 200 | 0.0% | 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 | $52,000 | 0.0% | 487 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $52,000 | +126.1% | 487 | +105.5% | 0.00% | +100.0% |
| Q3 2021 | $23,000 | 0.0% | 237 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | -62.9% | 237 | -62.8% | 0.00% | -50.0% |
| Q1 2021 | $62,000 | – | 637 | – | 0.00% | – |
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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% |