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 | $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 | $2,558,000 | – | 29,342 | – | 2.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Greytown Advisors Inc. | 184,012 | $14,114,000 | 11.61% |
| Filbrandt Wealth Management, LLC | 159,157 | $12,207,000 | 9.55% |
| Black Diamond Financial, LLC | 217,854 | $16,709,000 | 9.37% |
| BHK Investment Advisors, LLC | 210,241 | $16,126,000 | 9.08% |
| Biltmore Capital Advisors LLC | 300,658 | $23,061,000 | 6.72% |
| Capital Advantage, Inc. | 183,995 | $14,398,000 | 4.74% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 98,814 | $7,579,000 | 4.47% |
| LINCOLN NATIONAL CORP | 1,908,549 | $146,385,000 | 4.35% |
| PLANNING DIRECTIONS INC | 56,737 | $4,352,000 | 3.83% |
| ASSETMARK, INC | 6,077,293 | $466,128,000 | 3.01% |