Gladstone Institutional Advisory LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 267 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 0.92 and the average weighting 0.7%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$542,176
-2.2%
5,347
+0.0%
0.04%
+2.9%
Q2 2023$554,598
-3.3%
5,345
-5.8%
0.03%
-8.1%
Q1 2023$573,508
+0.5%
5,677
+2.3%
0.04%
-7.5%
Q4 2022$570,852
+114299.2%
5,550
+0.1%
0.04%
+2.6%
Q3 2022$499
-7.1%
5,546
-0.7%
0.04%
-7.1%
Q2 2022$537
-12.0%
5,587
-1.7%
0.04%
+2.4%
Q1 2022$610
+40.2%
5,685
+39.7%
0.04%
+20.6%
Q4 2021$435
+9.3%
4,069
+0.0%
0.03%
-12.8%
Q3 2021$398
+33.1%
4,067
+35.3%
0.04%
+8.3%
Q2 2021$299
+4.9%
3,005
+0.4%
0.04%
-18.2%
Q1 2021$285
+11.3%
2,993
+1.3%
0.04%
-13.7%
Q4 2020$256
+12.8%
2,954
+0.0%
0.05%
-5.6%
Q3 2020$227
-99.9%
2,953
+2.6%
0.05%0.0%
Q2 2020$211,000
-7.5%
2,878
-16.8%
0.05%
-8.5%
Q1 2020$228,000
-24.5%
3,4610.0%0.06%
-20.3%
Q4 2019$302,000
-10.1%
3,461
-16.1%
0.07%
-12.9%
Q3 2019$336,000
+5.0%
4,123
+3.6%
0.08%
-12.4%
Q2 2019$320,000
-27.6%
3,978
-29.8%
0.10%
-40.1%
Q1 2019$442,000
+2.1%
5,666
-6.4%
0.16%
-35.7%
Q4 2018$433,0006,0520.25%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
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