Arkadios Wealth Advisors - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 287 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$495,542
-2.3%
4,8870.0%0.05%
-20.3%
Q2 2023$507,075
-6.3%
4,887
-8.8%
0.06%
-7.8%
Q1 2023$541,164
-2.9%
5,357
-1.1%
0.06%
-13.5%
Q4 2022$557,138
+4.5%
5,417
-8.7%
0.07%
-8.6%
Q3 2022$533,000
-5.5%
5,932
+1.2%
0.08%
-3.6%
Q2 2022$564,000
-15.7%
5,862
-6.0%
0.08%
-4.5%
Q1 2022$669,000
+16.3%
6,236
+15.8%
0.09%
+15.8%
Q4 2021$575,000
+9.1%
5,3860.0%0.08%0.0%
Q3 2021$527,000
-1.7%
5,3860.0%0.08%
+16.9%
Q2 2021$536,000
-1.3%
5,386
-5.7%
0.06%
-27.0%
Q1 2021$543,000
-1.1%
5,714
-9.7%
0.09%
-22.6%
Q4 2020$549,0006,3310.12%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Greytown Advisors Inc. 275,937$20,616,0009.62%
RELIANCE TRUST CO 5,849$435,0009.55%
BHK Investment Advisors, LLC 128,875$9,590,0006.67%
LINCOLN NATIONAL CORP 1,413,884$105,207,0003.85%
WealthShield Partners, LLC 82,955$6,211,0003.79%
PLANNING DIRECTIONS INC 46,837$3,485,0003.37%
Capital Advantage, Inc. 180,973$13,466,0003.17%
Blue Edge Capital, LLC 59,825$7,117,439,0002.85%
Avior Wealth Management, LLC 128,571$9,567,0002.16%
Pinion Investment Advisors, LLC 14,522$1,081,0002.09%
View complete list of VANGUARD WORLD FD shareholders