LWS Wealth Advisors, Inc. - VANGUARD WORLD FD ownership

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
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 Q4 2023
NameSharesValueWeighting ↓
Greytown Advisors Inc. 184,012$14,114,00011.61%
Filbrandt Wealth Management, LLC 159,157$12,207,0009.55%
Black Diamond Financial, LLC 217,854$16,709,0009.37%
BHK Investment Advisors, LLC 210,241$16,126,0009.08%
Biltmore Capital Advisors LLC 300,658$23,061,0006.72%
Capital Advantage, Inc. 183,995$14,398,0004.74%
OGOREK ANTHONY JOSEPH /NY/ /ADV 98,814$7,579,0004.47%
LINCOLN NATIONAL CORP 1,908,549$146,385,0004.35%
PLANNING DIRECTIONS INC 56,737$4,352,0003.83%
ASSETMARK, INC 6,077,293$466,128,0003.01%
View complete list of VANGUARD WORLD FD shareholders