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 | $489,498 | -11.3% | 4,827 | -9.2% | 0.04% | -12.8% |
| Q2 2023 | $551,932 | +5.6% | 5,319 | +2.8% | 0.05% | -4.1% |
| Q1 2023 | $522,620 | -8.1% | 5,173 | -6.5% | 0.05% | -15.5% |
| Q4 2022 | $568,873 | -46.0% | 5,531 | -52.8% | 0.06% | -3.3% |
| Q3 2022 | $1,053,000 | -5.4% | 11,706 | +1.3% | 0.06% | -6.2% |
| Q2 2022 | $1,113,000 | -10.4% | 11,556 | -0.1% | 0.06% | +6.7% |
| Q1 2022 | $1,242,000 | +135.7% | 11,568 | +134.9% | 0.06% | +15.4% |
| Q4 2021 | $527,000 | +22.8% | 4,925 | +14.1% | 0.05% | +18.2% |
| Q2 2021 | $429,000 | +8.6% | 4,317 | +4.0% | 0.04% | -17.0% |
| Q1 2021 | $395,000 | +30.8% | 4,151 | +19.2% | 0.05% | +20.5% |
| Q4 2020 | $302,000 | -8.2% | 3,483 | -18.8% | 0.04% | -18.5% |
| Q3 2020 | $329,000 | -22.0% | 4,288 | -25.5% | 0.05% | -29.9% |
| Q2 2020 | $422,000 | +10.8% | 5,759 | -0.0% | 0.08% | -11.5% |
| Q1 2020 | $381,000 | +21.0% | 5,761 | +59.4% | 0.09% | +81.2% |
| Q4 2019 | $315,000 | – | 3,614 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Greytown Advisors Inc. | 275,937 | $20,616,000 | 9.62% |
| RELIANCE TRUST CO | 5,849 | $435,000 | 9.55% |
| BHK Investment Advisors, LLC | 128,875 | $9,590,000 | 6.67% |
| LINCOLN NATIONAL CORP | 1,413,884 | $105,207,000 | 3.85% |
| WealthShield Partners, LLC | 82,955 | $6,211,000 | 3.79% |
| PLANNING DIRECTIONS INC | 46,837 | $3,485,000 | 3.37% |
| Capital Advantage, Inc. | 180,973 | $13,466,000 | 3.17% |
| Blue Edge Capital, LLC | 59,825 | $7,117,439,000 | 2.85% |
| Avior Wealth Management, LLC | 128,571 | $9,567,000 | 2.16% |
| Pinion Investment Advisors, LLC | 14,522 | $1,081,000 | 2.09% |