Von Berge Wealth Management Group, LLC - 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
Von Berge Wealth Management Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$7,661,345
+7.8%
75,559
+10.3%
6.54%
+11.1%
Q2 2023$7,108,913
+9.1%
68,513
+7.3%
5.89%
+1.2%
Q1 2023$6,513,526
+2.2%
63,845
+4.4%
5.82%
+1.5%
Q4 2022$6,371,457
+27.0%
61,146
+11.2%
5.73%
+7.6%
Q3 2022$5,015,000
+0.6%
54,995
+5.1%
5.33%
+2.9%
Q2 2022$4,985,000
-2.4%
52,310
+10.0%
5.18%
+11.3%
Q1 2022$5,105,000
+8.9%
47,536
+7.3%
4.65%
+7.6%
Q4 2021$4,688,00044,3034.32%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
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