Fingerlakes Wealth Management, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 315 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
Fingerlakes Wealth Management, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,581,609
-4.7%
25,460
-2.5%
3.15%
+1.7%
Q2 2023$2,709,635
+2.2%
26,114
-0.5%
3.10%
-6.1%
Q1 2023$2,651,562
+2.0%
26,248
+3.9%
3.30%
-7.5%
Q4 2022$2,598,859
+17.9%
25,268
+3.0%
3.57%
+11.1%
Q3 2022$2,205,000
-1.5%
24,529
+5.4%
3.22%
+5.0%
Q2 2022$2,238,000
+18.3%
23,264
+32.0%
3.06%
+38.4%
Q1 2022$1,892,000
+8.9%
17,630
+8.1%
2.21%
+13.0%
Q4 2021$1,738,00016,3031.96%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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