Fingerlakes Wealth Management, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 294 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.9%.

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 Q2 2022
NameSharesValueWeighting ↓
Greytown Advisors Inc. 196,275$15,315,00011.02%
BHK Investment Advisors, LLC 131,477$10,259,0006.22%
Capital Advantage, Inc. 200,176$15,620,0005.55%
Blue Edge Capital, LLC 120,620$13,338,056,0005.06%
PLANNING DIRECTIONS INC 50,764$3,961,0004.71%
LINCOLN NATIONAL CORP 1,421,640$110,930,0004.60%
WealthShield Partners, LLC 81,607$6,366,0003.56%
Black Diamond Financial, LLC 48,778$3,806,0003.40%
ASSETMARK, INC 3,156,816$246,326,0002.22%
Avior Wealth Management, LLC 128,948$10,061,0002.13%
View complete list of VANGUARD WORLD FD shareholders