HILLTOP WEALTH ADVISORS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 315 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
HILLTOP WEALTH ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,774,334
-5.8%
17,498
-3.7%
1.37%
-1.2%
Q2 2023$1,884,441
+2.4%
18,162
-0.3%
1.39%
-6.1%
Q1 2023$1,839,432
-5.7%
18,209
-4.0%
1.48%
-10.6%
Q4 2022$1,950,987
+7.3%
18,969
-6.3%
1.66%
-11.5%
Q3 2022$1,819,000
-7.5%
20,235
-1.1%
1.87%
-2.4%
Q2 2022$1,967,000
-11.3%
20,452
-1.1%
1.92%
+1.4%
Q1 2022$2,218,000
-4.9%
20,670
-5.3%
1.89%
+16.7%
Q4 2021$2,332,000
+8.1%
21,835
-0.9%
1.62%
+6.9%
Q3 2021$2,157,000
-4.1%
22,043
-2.4%
1.52%
-4.8%
Q2 2021$2,250,000
+3.4%
22,590
-1.2%
1.59%
-4.3%
Q1 2021$2,176,000
+8.6%
22,862
-1.0%
1.66%
-6.8%
Q4 2020$2,004,000
+11.4%
23,082
-1.6%
1.78%
-2.0%
Q3 2020$1,799,000
+4.4%
23,459
-0.3%
1.82%
-3.4%
Q2 2020$1,723,000
+3.2%
23,536
-6.9%
1.89%
-7.5%
Q1 2020$1,669,000
-34.8%
25,291
-13.8%
2.04%
-23.2%
Q4 2019$2,558,00029,3422.65%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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