LWS Wealth Advisors, Inc. - 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
LWS Wealth Advisors, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
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%
7,0300.0%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$746,0008,5530.38%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Zeit Capital LLC 243,057$25,963,00020.85%
Select Asset Management & Trust 199,981$21,362,00014.13%
Black Diamond Financial, LLC 361,004$38,562,00012.99%
Greytown Advisors Inc. 248,048$26,496,00011.26%
BHK Investment Advisors, LLC 247,916$26,482,00010.45%
Bernardo Wealth Planning LLC 190,551$20,354,0009.94%
WNY Asset Management, LLC 170,079$18,135,0005.40%
Biltmore Capital Advisors LLC 295,369$31,551,0005.27%
LINCOLN NATIONAL CORP 2,010,100$214,719,0004.33%
Von Berge Wealth Management Group, LLC 44,303$4,688,0004.32%
View complete list of VANGUARD WORLD FD shareholders