DB Wealth Management Group, LLC - VANGUARD WORLD FD ownership

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
DB Wealth Management Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$753,806
-12.4%
7,434
-10.4%
0.48%
-9.7%
Q2 2023$860,585
+3.0%
8,294
+0.2%
0.53%0.0%
Q1 2023$835,838
-5.6%
8,274
-3.9%
0.53%
-8.0%
Q4 2022$885,230
+15.0%
8,607
+0.5%
0.57%
+4.2%
Q3 2022$770,000
-22.9%
8,563
-17.5%
0.55%
-19.2%
Q2 2022$999,000
-10.2%
10,385
+0.2%
0.68%
+1.6%
Q1 2022$1,112,000
+25.4%
10,362
+24.8%
0.67%
+27.6%
Q4 2021$887,000
+15.5%
8,303
+5.8%
0.52%
+6.1%
Q3 2021$768,000
-0.4%
7,845
+1.4%
0.50%
+0.2%
Q2 2021$771,000
+124.1%
7,736
+113.9%
0.49%
+109.3%
Q1 2021$344,000
+83.0%
3,617
+66.7%
0.24%
+69.8%
Q4 2020$188,0002,1700.14%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Zeit Capital LLC 243,057$25,963,00020.85%
Select Asset Management & Trust 199,981$21,362,00014.13%
Black Diamond Financial, LLC 361,004$38,562,00012.99%
Greytown Advisors Inc. 248,048$26,496,00011.26%
BHK Investment Advisors, LLC 247,916$26,482,00010.45%
Bernardo Wealth Planning LLC 190,551$20,354,0009.94%
WNY Asset Management, LLC 170,079$18,135,0005.40%
Biltmore Capital Advisors LLC 295,369$31,551,0005.27%
LINCOLN NATIONAL CORP 2,010,100$214,719,0004.33%
Von Berge Wealth Management Group, LLC 44,303$4,688,0004.32%
View complete list of VANGUARD WORLD FD shareholders