9258 Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 292 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
9258 Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$11,797,145
-4.2%
99,554
-3.4%
1.82%
-5.4%
Q1 2024$12,320,163
+11.8%
103,089
+2.3%
1.92%
-1.0%
Q4 2023$11,021,198
+15.4%
100,770
+7.0%
1.94%
+4.4%
Q3 2023$9,553,752
+0.8%
94,218
+3.2%
1.86%
+4.2%
Q2 2023$9,475,800
+33.5%
91,324
+30.0%
1.78%
+24.3%
Q1 2023$7,097,872
+0.9%
70,262
+2.7%
1.43%
-5.8%
Q4 2022$7,034,496
+58.0%
68,396
+38.2%
1.52%
+33.7%
Q3 2022$4,451,000
+101.1%
49,507
+115.2%
1.14%
+100.4%
Q2 2022$2,213,000
+511.3%
23,006
+581.5%
0.57%
+576.2%
Q1 2022$362,0003,3760.08%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Zeit Capital LLC 238,653$23,775,00020.26%
Select Asset Management & Trust 249,010$24,806,00014.09%
Greytown Advisors Inc. 245,884$24,495,00011.87%
Black Diamond Financial, LLC 276,870$27,713,00010.83%
BHK Investment Advisors, LLC 247,634$24,669,00010.08%
Bernardo Wealth Planning LLC 164,647$16,402,0009.85%
WNY Asset Management, LLC 240,806$23,967,0008.59%
Filbrandt Wealth Management, LLC 149,394$14,883,0008.44%
Capital Advantage, Inc. 192,692$19,196,0005.03%
Bouchey Financial Group Ltd 298,855$29,772,0004.74%
View complete list of VANGUARD WORLD FD shareholders