WNY Asset Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 287 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
WNY Asset Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,142,151
-6.9%
21,126
-4.7%
0.42%
-14.5%
Q2 2023$2,300,578
-48.7%
22,173
-50.1%
0.49%
-54.2%
Q1 2023$4,488,626
-75.5%
44,434
-75.1%
1.07%
-78.5%
Q4 2022$18,351,848
+7.1%
178,433
-6.4%
4.96%
-20.2%
Q3 2022$17,129,000
-8.7%
190,668
-2.2%
6.22%
-2.2%
Q2 2022$18,760,000
+15.7%
195,046
+28.9%
6.36%
+27.0%
Q1 2022$16,219,000
-10.6%
151,273
-11.1%
5.01%
-7.2%
Q4 2021$18,135,000
+11.2%
170,079
+2.1%
5.40%
-4.2%
Q3 2021$16,303,000
-32.0%
166,503
-30.9%
5.63%
-34.4%
Q2 2021$23,967,000
+44.8%
240,806
+38.3%
8.59%
+29.9%
Q1 2021$16,555,000174,1566.61%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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