Collaborative Wealth Managment Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 317 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.07 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 Q2 2023
NameSharesValueWeighting ↓
Greytown Advisors Inc. 275,937$20,616,0009.62%
RELIANCE TRUST CO 5,849$435,0009.55%
BHK Investment Advisors, LLC 128,875$9,590,0006.67%
LINCOLN NATIONAL CORP 1,413,884$105,207,0003.85%
WealthShield Partners, LLC 82,955$6,211,0003.79%
PLANNING DIRECTIONS INC 46,837$3,485,0003.37%
Capital Advantage, Inc. 180,973$13,466,0003.17%
Blue Edge Capital, LLC 59,825$7,117,439,0002.85%
Avior Wealth Management, LLC 128,571$9,567,0002.16%
Pinion Investment Advisors, LLC 14,522$1,081,0002.09%
View complete list of VANGUARD WORLD FD shareholders