Collaborative Wealth Managment Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 322 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
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 Q1 2023
NameSharesValueWeighting ↓
Zeit Capital LLC 243,057$25,963,00020.85%
Select Asset Management & Trust 199,981$21,362,00014.13%
Black Diamond Financial, LLC 361,004$38,562,00012.99%
Greytown Advisors Inc. 248,048$26,496,00011.26%
BHK Investment Advisors, LLC 247,916$26,482,00010.45%
Bernardo Wealth Planning LLC 190,551$20,354,0009.94%
WNY Asset Management, LLC 170,079$18,135,0005.40%
Biltmore Capital Advisors LLC 295,369$31,551,0005.27%
LINCOLN NATIONAL CORP 2,010,100$214,719,0004.33%
Von Berge Wealth Management Group, LLC 44,303$4,688,0004.32%
View complete list of VANGUARD WORLD FD shareholders