VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 322 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $47,681 | -1.8% | 472 | 0.0% | 0.02% | -17.4% |
| Q4 2022 | $48,545 | +7.9% | 472 | 0.0% | 0.02% | -4.2% |
| Q3 2022 | $45,000 | -2.2% | 472 | 0.0% | 0.02% | -7.7% |
| Q2 2022 | $46,000 | -9.8% | 472 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $51,000 | +2.0% | 472 | 0.0% | 0.03% | +4.0% |
| Q4 2021 | $50,000 | 0.0% | 472 | -8.0% | 0.02% | -21.9% |
| Q3 2021 | $50,000 | -2.0% | 513 | 0.0% | 0.03% | -5.9% |
| Q2 2021 | $51,000 | +4.1% | 513 | 0.0% | 0.03% | -15.0% |
| Q1 2021 | $49,000 | +8.9% | 513 | 0.0% | 0.04% | -4.8% |
| Q4 2020 | $45,000 | – | 513 | – | 0.04% | – |
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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% |