Wells Financial Advisors INC - 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
Wells Financial Advisors INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,368,704
-2.3%
23,3600.0%1.84%
+0.7%
Q2 2023$2,423,834
+2.7%
23,3600.0%1.83%
-2.7%
Q1 2023$2,359,827
-1.8%
23,3600.0%1.88%
-5.4%
Q4 2022$2,402,576
+14.9%
23,360
+0.5%
1.99%
-1.8%
Q3 2022$2,091,000
-23.0%
23,254
-17.7%
2.02%
-17.4%
Q2 2022$2,717,000
-9.3%
28,254
+1.2%
2.45%
-1.9%
Q1 2022$2,996,000
-0.3%
27,920
-0.7%
2.50%
+4.4%
Q4 2021$3,004,000
+10.5%
28,120
+1.2%
2.40%
+4.4%
Q3 2021$2,719,000
+20.5%
27,790
+22.7%
2.30%
+20.7%
Q2 2021$2,256,000
+3.5%
22,650
-1.1%
1.90%
-2.7%
Q1 2021$2,180,000
-1.1%
22,903
-9.8%
1.96%
+3.8%
Q4 2020$2,204,00025,3811.88%
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