VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 3 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Greytown Advisors Inc. | 184,012 | $14,114,000 | 11.61% |
Filbrandt Wealth Management, LLC | 159,157 | $12,207,000 | 9.55% |
Black Diamond Financial, LLC | 217,854 | $16,709,000 | 9.37% |
BHK Investment Advisors, LLC | 210,241 | $16,126,000 | 9.08% |
Biltmore Capital Advisors LLC | 300,658 | $23,061,000 | 6.72% |
Capital Advantage, Inc. | 183,995 | $14,398,000 | 4.74% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 98,814 | $7,579,000 | 4.47% |
LINCOLN NATIONAL CORP | 1,908,549 | $146,385,000 | 4.35% |
PLANNING DIRECTIONS INC | 56,737 | $4,352,000 | 3.83% |
ASSETMARK, INC | 6,077,293 | $466,128,000 | 3.01% |