HB Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 296 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.8%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$6,706,684
-3.2%
66,141
-1.0%
0.11%
-2.7%
Q2 2023$6,928,915
+3.4%
66,778
+0.6%
0.11%
-4.3%
Q1 2023$6,703,384
-1.2%
66,357
+0.6%
0.12%
-6.5%
Q4 2022$6,785,632
+12.3%
65,976
-1.8%
0.12%
-3.9%
Q3 2022$6,042,000
-13.3%
67,199
-7.2%
0.13%
-9.8%
Q2 2022$6,967,000
-10.6%
72,439
-0.2%
0.14%
-0.7%
Q1 2022$7,789,000
+0.5%
72,5810.0%0.14%
-7.7%
Q4 2021$7,753,00072,5810.16%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
NameSharesValueWeighting ↓
Zeit Capital LLC 230,066$20,685,00021.48%
Black Diamond Financial, LLC 469,241$42,241,00017.02%
Greytown Advisors Inc. 229,467$20,787,00012.56%
Bernardo Wealth Planning LLC 207,781$19,961,00011.30%
BHK Investment Advisors, LLC 234,466$21,081,00010.59%
PFG Private Wealth Management, LLC 150,627$13,543,0008.90%
MFA WEALTH ADVISORS, LLC 246,360$22,150,0008.20%
Select Asset Management & Trust 76,232$6,854,0008.17%
WNY Asset Management, LLC 190,668$17,129,0006.22%
Von Berge Wealth Management Group, LLC 54,995$5,015,0005.33%
View complete list of VANGUARD WORLD FD shareholders