VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 229 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $796,000 | -1.1% | 7,852 | +1.3% | 0.35% | +2.7% |
| Q2 2023 | $805,000 | +16.5% | 7,755 | +13.3% | 0.34% | +19.8% |
| Q1 2023 | $691,000 | -0.3% | 6,844 | +1.5% | 0.28% | -2.4% |
| Q4 2022 | $693,265 | +9.7% | 6,741 | -4.1% | 0.29% | +19.8% |
| Q3 2022 | $632,000 | -6.5% | 7,030 | 0.0% | 0.24% | -23.9% |
| Q2 2022 | $676,000 | -15.5% | 7,030 | -5.7% | 0.32% | -6.7% |
| Q1 2022 | $800,000 | +0.8% | 7,456 | +0.3% | 0.34% | +4.9% |
| Q4 2021 | $794,000 | +10.0% | 7,433 | +0.7% | 0.32% | +2.5% |
| Q3 2021 | $722,000 | -2.0% | 7,378 | -0.3% | 0.32% | -3.1% |
| Q2 2021 | $737,000 | +9.7% | 7,403 | +4.9% | 0.33% | +7.2% |
| Q1 2021 | $672,000 | +14.3% | 7,055 | +4.2% | 0.30% | +15.5% |
| Q4 2020 | $588,000 | +12.9% | 6,770 | -0.3% | 0.26% | +3.1% |
| Q3 2020 | $521,000 | -1.1% | 6,787 | -5.7% | 0.26% | -7.2% |
| Q2 2020 | $527,000 | -10.5% | 7,198 | -19.3% | 0.28% | -28.1% |
| Q1 2020 | $589,000 | -21.0% | 8,924 | +4.3% | 0.38% | 0.0% |
| Q4 2019 | $746,000 | – | 8,553 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Greytown Advisors Inc. | 196,275 | $15,315,000 | 11.02% |
| BHK Investment Advisors, LLC | 131,477 | $10,259,000 | 6.22% |
| Capital Advantage, Inc. | 200,176 | $15,620,000 | 5.55% |
| Blue Edge Capital, LLC | 120,620 | $13,338,056,000 | 5.06% |
| PLANNING DIRECTIONS INC | 50,764 | $3,961,000 | 4.71% |
| LINCOLN NATIONAL CORP | 1,421,640 | $110,930,000 | 4.60% |
| WealthShield Partners, LLC | 81,607 | $6,366,000 | 3.56% |
| Black Diamond Financial, LLC | 48,778 | $3,806,000 | 3.40% |
| ASSETMARK, INC | 3,156,816 | $246,326,000 | 2.22% |
| Avior Wealth Management, LLC | 128,948 | $10,061,000 | 2.13% |