PEAK FINANCIAL ADVISORS LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 294 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.9%.

Quarter-by-quarter ownership
PEAK FINANCIAL ADVISORS LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$349,152
-92.9%
3,365
-93.1%
0.27%
-93.4%
Q1 2023$4,926,947
-2.6%
48,772
-0.8%
4.16%
-9.7%
Q4 2022$5,058,677
+19.1%
49,185
+4.1%
4.61%
-11.7%
Q3 2022$4,248,000
-9.7%
47,244
-3.4%
5.22%
+12.1%
Q2 2022$4,706,000
-11.9%
48,924
-1.8%
4.66%
+1.7%
Q1 2022$5,344,00049,7974.58%
Other shareholders
VANGUARD WORLD FD shareholders Q2 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