COLTON GROOME FINANCIAL ADVISORS, 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
COLTON GROOME FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2022$246,840
+14.3%
2,4000.0%0.12%
+10.0%
Q3 2022$216,000
-11.8%
2,400
-5.9%
0.11%
-10.6%
Q2 2022$245,000
-18.9%
2,550
-9.5%
0.12%
-12.1%
Q1 2022$302,000
+7.5%
2,818
+7.3%
0.14%
+22.8%
Q4 2021$281,000
-12.7%
2,627
-20.2%
0.11%
-18.6%
Q3 2021$322,0003,2930.14%
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