Bernardo Wealth Planning LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 287 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$23,403,082
+1.5%
230,800
+3.9%
9.25%
+0.7%
Q2 2023$23,054,176
+4.7%
222,187
+1.9%
9.18%
-2.8%
Q1 2023$22,018,329
-0.2%
217,960
+1.6%
9.45%
-8.4%
Q4 2022$22,066,416
+10.5%
214,549
+3.3%
10.32%
-8.7%
Q3 2022$19,961,000
+3.9%
207,781
+4.1%
11.30%
+3.0%
Q2 2022$19,203,000
-9.7%
199,667
+0.8%
10.97%
+3.9%
Q1 2022$21,265,000
+4.5%
198,154
+4.0%
10.56%
+6.2%
Q4 2021$20,354,000
+17.8%
190,551
+7.9%
9.94%
-1.0%
Q3 2021$17,278,000
+5.3%
176,576
+7.2%
10.04%
+2.0%
Q2 2021$16,402,000
+68.6%
164,647
+61.2%
9.85%
+59.1%
Q1 2021$9,726,000
+23.5%
102,167
+12.6%
6.19%
+103.6%
Q4 2020$7,878,000
+21.1%
90,749
+6.9%
3.04%
+3.9%
Q3 2020$6,508,000
+19.4%
84,856
+14.0%
2.93%
+0.1%
Q2 2020$5,449,000
+539.6%
74,421
+476.3%
2.92%
+393.8%
Q1 2020$852,00012,9140.59%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Zeit Capital LLC 243,057$25,963,00020.85%
Select Asset Management & Trust 199,981$21,362,00014.13%
Black Diamond Financial, LLC 361,004$38,562,00012.99%
Greytown Advisors Inc. 248,048$26,496,00011.26%
BHK Investment Advisors, LLC 247,916$26,482,00010.45%
Bernardo Wealth Planning LLC 190,551$20,354,0009.94%
WNY Asset Management, LLC 170,079$18,135,0005.40%
Biltmore Capital Advisors LLC 295,369$31,551,0005.27%
LINCOLN NATIONAL CORP 2,010,100$214,719,0004.33%
Von Berge Wealth Management Group, LLC 44,303$4,688,0004.32%
View complete list of VANGUARD WORLD FD shareholders