CVA Family Office, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 296 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.8%.

Quarter-by-quarter ownership
CVA Family Office, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$3,369,032
-5.1%
33,225
-2.9%
0.77%
+3.2%
Q2 2023$3,550,085
-4.9%
34,214
-7.4%
0.74%
-10.7%
Q1 2023$3,734,374
+2.3%
36,967
+4.2%
0.83%
-5.8%
Q4 2022$3,649,324
+20.0%
35,482
+4.9%
0.88%
+7.1%
Q3 2022$3,041,000
+182.6%
33,820
+202.2%
0.83%
+181.9%
Q2 2022$1,076,000
+323.6%
11,190
+372.2%
0.29%
+380.3%
Q1 2022$254,0002,3700.06%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
NameSharesValueWeighting ↓
Greytown Advisors Inc. 196,275$15,315,00011.02%
BHK Investment Advisors, LLC 131,477$10,259,0006.22%
Capital Advantage, Inc. 200,176$15,620,0005.55%
Blue Edge Capital, LLC 120,620$13,338,056,0005.06%
PLANNING DIRECTIONS INC 50,764$3,961,0004.71%
LINCOLN NATIONAL CORP 1,421,640$110,930,0004.60%
WealthShield Partners, LLC 81,607$6,366,0003.56%
Black Diamond Financial, LLC 48,778$3,806,0003.40%
ASSETMARK, INC 3,156,816$246,326,0002.22%
Avior Wealth Management, LLC 128,948$10,061,0002.13%
View complete list of VANGUARD WORLD FD shareholders