VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 317 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $259,400 | +2.7% | 2,500 | 0.0% | 0.11% | -6.7% |
| Q1 2023 | $252,550 | -1.8% | 2,500 | 0.0% | 0.12% | -8.4% |
| Q4 2022 | $257,125 | +14.3% | 2,500 | 0.0% | 0.13% | +4.8% |
| Q3 2022 | $225,000 | -6.2% | 2,500 | 0.0% | 0.12% | +0.8% |
| Q2 2022 | $240,000 | -9.4% | 2,500 | +1.2% | 0.12% | 0.0% |
| Q1 2022 | $265,000 | +0.4% | 2,470 | 0.0% | 0.12% | +1.6% |
| Q4 2021 | $264,000 | +9.1% | 2,470 | 0.0% | 0.12% | -0.8% |
| Q3 2021 | $242,000 | -1.6% | 2,470 | 0.0% | 0.12% | -10.9% |
| Q2 2021 | $246,000 | +10.3% | 2,470 | +5.6% | 0.14% | -0.7% |
| Q1 2021 | $223,000 | +9.9% | 2,339 | 0.0% | 0.14% | -2.8% |
| Q4 2020 | $203,000 | – | 2,339 | – | 0.14% | – |
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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% |