Arkadios Wealth Advisors - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 362 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$577,051
-1.2%
4,870
-0.3%
0.04%
-13.3%
Q1 2024$584,045
+9.3%
4,8870.0%0.04%0.0%
Q4 2023$534,491
+7.9%
4,8870.0%0.04%
-4.3%
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 Q4 2023
NameSharesValueWeighting ↓
Zeit Capital LLC 238,653$23,775,00020.26%
Select Asset Management & Trust 249,010$24,806,00014.09%
Greytown Advisors Inc. 245,884$24,495,00011.87%
Black Diamond Financial, LLC 276,870$27,713,00010.83%
BHK Investment Advisors, LLC 247,634$24,669,00010.08%
Bernardo Wealth Planning LLC 164,647$16,402,0009.85%
WNY Asset Management, LLC 240,806$23,967,0008.59%
Filbrandt Wealth Management, LLC 149,394$14,883,0008.44%
Capital Advantage, Inc. 192,692$19,196,0005.03%
Bouchey Financial Group Ltd 298,855$29,772,0004.74%
View complete list of VANGUARD WORLD FD shareholders