VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 267 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 0.92 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,549,223 | -2.8% | 64,588 | -0.5% | 0.83% | +14.4% |
| Q2 2023 | $6,735,788 | +2.2% | 64,917 | -0.5% | 0.72% | -5.2% |
| Q1 2023 | $6,589,838 | -4.3% | 65,233 | -2.6% | 0.76% | -9.1% |
| Q4 2022 | $6,889,099 | +13.5% | 66,982 | -0.8% | 0.84% | +7.2% |
| Q3 2022 | $6,071,000 | -7.3% | 67,520 | -0.9% | 0.78% | +2.9% |
| Q2 2022 | $6,552,000 | -13.5% | 68,127 | -3.4% | 0.76% | +10.3% |
| Q1 2022 | $7,572,000 | +0.5% | 70,552 | 0.0% | 0.69% | +5.8% |
| Q4 2021 | $7,536,000 | +5.4% | 70,552 | -3.5% | 0.65% | -10.9% |
| Q3 2021 | $7,153,000 | -5.7% | 73,106 | -4.0% | 0.73% | -22.9% |
| Q2 2021 | $7,588,000 | +4.6% | 76,172 | 0.0% | 0.95% | -8.2% |
| Q1 2021 | $7,252,000 | +9.0% | 76,172 | -0.6% | 1.04% | +5.6% |
| Q4 2020 | $6,655,000 | -10.8% | 76,656 | -21.2% | 0.98% | -19.5% |
| Q3 2020 | $7,457,000 | -5.7% | 97,229 | -9.9% | 1.22% | -31.2% |
| Q2 2020 | $7,904,000 | -2.5% | 107,948 | -12.1% | 1.77% | -23.6% |
| Q1 2020 | $8,107,000 | -24.6% | 122,812 | -0.4% | 2.31% | -2.6% |
| Q4 2019 | $10,748,000 | – | 123,280 | – | 2.37% | – |
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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% |