Disciplined Investments, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 330 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 8.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$32,477
-18.0%
313
-20.2%
0.02%0.0%
Q1 2023$39,600
-48.7%
392
-47.7%
0.02%
-55.3%
Q4 2022$77,138
-16.2%
750
-26.7%
0.04%
-9.5%
Q3 2022$92,000
-7.1%
1,023
-1.0%
0.04%
-6.7%
Q2 2022$99,000
-57.3%
1,033
-52.4%
0.04%
-6.2%
Q1 2022$232,000
+84.1%
2,170
+84.7%
0.05%
-14.3%
Q4 2021$126,000
+9.6%
1,1750.0%0.06%0.0%
Q3 2021$115,000
+19.8%
1,175
+22.3%
0.06%
+14.3%
Q2 2021$96,000
-2.0%
961
-6.5%
0.05%
-15.5%
Q1 2021$98,0000.0%1,028
-9.0%
0.06%
-10.8%
Q4 2020$98,000
-6.7%
1,130
-17.4%
0.06%
-15.6%
Q3 2020$105,000
+7.1%
1,368
+2.1%
0.08%
+1.3%
Q2 2020$98,000
+48.5%
1,340
+34.5%
0.08%
+20.6%
Q1 2020$66,000
+1.5%
996
+33.5%
0.06%
+14.5%
Q4 2019$65,0007460.06%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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