VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 229 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,612,834 | -2.1% | 15,905 | +0.2% | 0.51% | -0.4% |
| Q2 2023 | $1,647,198 | +105.2% | 15,875 | +99.7% | 0.51% | -5.5% |
| Q1 2023 | $802,893 | +96.8% | 7,948 | +75.0% | 0.54% | +74.0% |
| Q3 2022 | $408,000 | -6.6% | 4,542 | 0.0% | 0.31% | -3.4% |
| Q2 2022 | $437,000 | -55.0% | 4,542 | -49.9% | 0.32% | +7.3% |
| Q1 2022 | $972,000 | +97.2% | 9,058 | +96.1% | 0.30% | -4.5% |
| Q4 2021 | $493,000 | -49.5% | 4,618 | -53.7% | 0.31% | -5.1% |
| Q3 2021 | $976,000 | +96.4% | 9,972 | +100.0% | 0.33% | -4.6% |
| Q2 2021 | $497,000 | -0.2% | 4,986 | -4.6% | 0.35% | -5.7% |
| Q1 2021 | $498,000 | +6.4% | 5,227 | -3.1% | 0.37% | +5.1% |
| Q4 2020 | $468,000 | +11.7% | 5,393 | -1.5% | 0.35% | +4.8% |
| Q3 2020 | $419,000 | +3.2% | 5,476 | -50.8% | 0.33% | 0.0% |
| Q2 2020 | $406,000 | +14.0% | 11,119 | +106.1% | 0.33% | -3.5% |
| Q1 2020 | $356,000 | -37.8% | 5,395 | -17.9% | 0.35% | -23.1% |
| Q4 2019 | $572,000 | – | 6,568 | – | 0.45% | – |
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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% |