Collaborative Wealth Managment Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 267 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 0.92 and the average weighting 0.7%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$672,445
-9.9%
6,632
-7.8%
0.40%
-9.7%
Q2 2023$745,994
-1.2%
7,190
-3.8%
0.44%
-6.7%
Q1 2023$754,984
-3.4%
7,474
-1.7%
0.48%
-7.4%
Q4 2022$781,620
+8.9%
7,600
-4.8%
0.51%
+1.2%
Q3 2022$718,000
-6.5%
7,9840.0%0.51%
+0.8%
Q2 2022$768,000
-10.7%
7,984
-0.8%
0.50%
+7.0%
Q4 2021$860,000
-2.8%
8,048
-2.4%
0.47%
-7.6%
Q1 2021$885,0008,2490.51%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Zeit Capital LLC 227,761$23,425,26322.75%
Black Diamond Financial, LLC 483,747$49,753,35417.99%
Greytown Advisors Inc. 239,801$24,663,57413.40%
Marmo Financial Group, LLC 115,904$11,920,70211.52%
BHK Investment Advisors, LLC 185,888$19,118,58510.75%
Bernardo Wealth Planning LLC 214,549$22,066,41610.32%
PFG Private Wealth Management, LLC 158,377$16,28910.11%
MFA WEALTH ADVISORS, LLC 243,979$25,093,3199.09%
Silicon Valley Capital Partners 327,070$33,639,1097.70%
Select Asset Management & Trust 57,465$5,9107.10%
View complete list of VANGUARD WORLD FD shareholders