Petix & Botte Co - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 302 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
Petix & Botte Co ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$1,857,482
+98.3%
15,675
+100.0%
0.53%
+125.8%
Q1 2024$936,657
-45.3%
7,838
-49.9%
0.23%
-53.8%
Q4 2023$1,711,550
+6.1%
15,650
-1.6%
0.50%
-1.0%
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%
4,5420.0%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$572,0006,5680.45%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
NameSharesValueWeighting ↓
Zeit Capital LLC 214,283$25,392,51620.62%
Greytown Advisors Inc. 227,219$27,086,70315.89%
Black Diamond Financial, LLC 616,892$73,101,92714.12%
ETF Portfolio Partners, Inc. 357,668$42,383,71013.27%
Sheridan Capital Management, LLC 144,532$17,079,34212.69%
BHK Investment Advisors, LLC 229,493$27,194,89410.67%
Von Berge Wealth Management Group, LLC 104,979$12,405,4077.89%
Bernardo Wealth Planning LLC 242,607$28,748,8877.73%
LINCOLN NATIONAL CORP 1,923,968$227,990,2087.71%
MEANS INVESTMENT CO., INC. 477,157$56,543,0746.76%
View complete list of VANGUARD WORLD FD shareholders