Kowal Investment Group, LLC - VANGUARD WORLD FD ownership

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
Kowal Investment Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2023$464,999
+28.3%
4,603
+30.6%
0.13%
+22.2%
Q4 2022$362,405
+26.3%
3,524
+10.3%
0.11%
+11.3%
Q3 2022$287,000
-6.5%
3,1960.0%0.10%
-4.0%
Q2 2022$307,0003,1960.10%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
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