Bernardo Wealth Planning LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 294 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.9%.

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 Q2 2022
NameSharesValueWeighting ↓
Greytown Advisors Inc. 196,275$15,315,00011.02%
BHK Investment Advisors, LLC 131,477$10,259,0006.22%
Capital Advantage, Inc. 200,176$15,620,0005.55%
Blue Edge Capital, LLC 120,620$13,338,056,0005.06%
PLANNING DIRECTIONS INC 50,764$3,961,0004.71%
LINCOLN NATIONAL CORP 1,421,640$110,930,0004.60%
WealthShield Partners, LLC 81,607$6,366,0003.56%
Black Diamond Financial, LLC 48,778$3,806,0003.40%
ASSETMARK, INC 3,156,816$246,326,0002.22%
Avior Wealth Management, LLC 128,948$10,061,0002.13%
View complete list of VANGUARD WORLD FD shareholders