O'ROURKE & COMPANY, Inc - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 370 filers reported holding VANGUARD WORLD FD in Q1 2024. The put-call ratio across all filers is 0.00 and the average weighting 0.7%.

Quarter-by-quarter ownership
O'ROURKE & COMPANY, Inc ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$587
+30.7%
4,951
+31.8%
0.33%
+26.4%
Q1 2024$449
+42.1%
3,756
+29.8%
0.26%
+27.9%
Q4 2023$316
+16.2%
2,894
+7.8%
0.20%
+3.0%
Q3 2023$272
-1.4%
2,684
+1.1%
0.20%
+2.1%
Q2 2023$276
+7.0%
2,656
+4.0%
0.19%
-1.5%
Q1 2023$258
+27.7%
2,555
+30.1%
0.20%
+23.1%
Q4 2022$2021,9640.16%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2024
NameSharesValueWeighting ↓
Zeit Capital LLC 214,283$25,392,51620.62%
Greytown Advisors Inc. 227,219$27,086,70315.89%
Black Diamond Financial, LLC 616,892$73,101,92714.12%
ETF Portfolio Partners, Inc. 357,668$42,383,71013.27%
Sheridan Capital Management, LLC 144,532$17,079,34212.69%
BHK Investment Advisors, LLC 229,493$27,194,89410.67%
Von Berge Wealth Management Group, LLC 104,979$12,405,4077.89%
Bernardo Wealth Planning LLC 242,607$28,748,8877.73%
LINCOLN NATIONAL CORP 1,923,968$227,990,2087.71%
MEANS INVESTMENT CO., INC. 477,157$56,543,0746.76%
View complete list of VANGUARD WORLD FD shareholders