Capital Planning LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 296 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.8%.

Quarter-by-quarter ownership
Capital Planning LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$7,576,709
-0.0%
74,721
+2.3%
2.99%
+1.0%
Q2 2023$7,578,112
+6.4%
73,035
+3.6%
2.96%
+0.4%
Q1 2023$7,121,910
-6.8%
70,500
-5.1%
2.94%
-13.3%
Q4 2022$7,643,195
+17.6%
74,314
+3.6%
3.40%
-7.7%
Q3 2022$6,499,000
-2.4%
71,744
+3.6%
3.68%
+2.4%
Q2 2022$6,662,000
-11.2%
69,270
-1.0%
3.60%
+23.0%
Q1 2022$7,505,000
+0.0%
69,935
-0.4%
2.92%
+5.2%
Q4 2021$7,503,000
+12.4%
70,242
+3.6%
2.78%
+1.9%
Q3 2021$6,678,000
+0.3%
67,815
+1.5%
2.73%
-3.6%
Q2 2021$6,656,000
+9.5%
66,818
+4.7%
2.83%
+5.6%
Q1 2021$6,077,000
+11.4%
63,838
+1.6%
2.68%
+4.9%
Q4 2020$5,456,00062,8452.55%
Other shareholders
VANGUARD WORLD FD shareholders Q3 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