Wells Financial Advisors INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 329 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Wells Financial Advisors INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$2,721,353
-2.5%
22,965
-1.6%
1.79%
-5.7%
Q1 2024$2,789,961
+9.2%
23,345
-0.1%
1.90%
+2.4%
Q4 2023$2,554,883
+7.9%
23,3600.0%1.86%
+0.8%
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 Q1 2023
NameSharesValueWeighting ↓
Zeit Capital LLC 238,653$23,775,00020.26%
Select Asset Management & Trust 249,010$24,806,00014.09%
Greytown Advisors Inc. 245,884$24,495,00011.87%
Black Diamond Financial, LLC 276,870$27,713,00010.83%
BHK Investment Advisors, LLC 247,634$24,669,00010.08%
Bernardo Wealth Planning LLC 164,647$16,402,0009.85%
WNY Asset Management, LLC 240,806$23,967,0008.59%
Filbrandt Wealth Management, LLC 149,394$14,883,0008.44%
Capital Advantage, Inc. 192,692$19,196,0005.03%
Bouchey Financial Group Ltd 298,855$29,772,0004.74%
View complete list of VANGUARD WORLD FD shareholders