VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 315 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,550,418 | +7.1% | 50,749 | -0.7% | 1.37% | -0.5% |
| Q3 2023 | $5,180,424 | -7.8% | 51,089 | -5.7% | 1.38% | -14.2% |
| Q2 2023 | $5,621,094 | +12.0% | 54,174 | +9.0% | 1.61% | -1.7% |
| Q1 2023 | $5,018,572 | +4.1% | 49,679 | +5.9% | 1.64% | +7.9% |
| Q4 2022 | $4,822,842 | +42.3% | 46,892 | +24.4% | 1.52% | +6.9% |
| Q3 2022 | $3,389,000 | +20.3% | 37,696 | +28.7% | 1.42% | +14.7% |
| Q2 2022 | $2,817,000 | -6.3% | 29,292 | +4.6% | 1.24% | +12.0% |
| Q1 2022 | $3,005,000 | +29.6% | 28,005 | +29.0% | 1.10% | +34.6% |
| Q4 2021 | $2,319,000 | +29.0% | 21,712 | +18.2% | 0.82% | +15.2% |
| Q3 2021 | $1,797,000 | +0.8% | 18,371 | +2.6% | 0.71% | +3.3% |
| Q2 2021 | $1,783,000 | +33.3% | 17,899 | +27.3% | 0.69% | +23.9% |
| Q1 2021 | $1,338,000 | – | 14,061 | – | 0.56% | – |
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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% |