DB Wealth Management Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 205 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 0.00 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 Q4 2020
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