VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 330 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 8.22 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,368,704 | -2.3% | 23,360 | 0.0% | 1.84% | +0.7% |
| Q2 2023 | $2,423,834 | +2.7% | 23,360 | 0.0% | 1.83% | -2.7% |
| Q1 2023 | $2,359,827 | -1.8% | 23,360 | 0.0% | 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 | $2,204,000 | – | 25,381 | – | 1.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Greytown Advisors Inc. | 184,012 | $14,114,000 | 11.61% |
| Filbrandt Wealth Management, LLC | 159,157 | $12,207,000 | 9.55% |
| Black Diamond Financial, LLC | 217,854 | $16,709,000 | 9.37% |
| BHK Investment Advisors, LLC | 210,241 | $16,126,000 | 9.08% |
| Biltmore Capital Advisors LLC | 300,658 | $23,061,000 | 6.72% |
| Capital Advantage, Inc. | 183,995 | $14,398,000 | 4.74% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 98,814 | $7,579,000 | 4.47% |
| LINCOLN NATIONAL CORP | 1,908,549 | $146,385,000 | 4.35% |
| PLANNING DIRECTIONS INC | 56,737 | $4,352,000 | 3.83% |
| ASSETMARK, INC | 6,077,293 | $466,128,000 | 3.01% |