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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $823,991 | -8.2% | 8,221 | -2.6% | 0.09% | -8.1% |
| Q2 2023 | $897,994 | -2.1% | 8,439 | -7.1% | 0.10% | +1.0% |
| Q1 2023 | $917,464 | +42.5% | 9,082 | +45.1% | 0.10% | +28.9% |
| Q4 2022 | $643,635 | +3.5% | 6,258 | +1.3% | 0.08% | 0.0% |
| Q3 2022 | $622,000 | +3.0% | 6,176 | +2.8% | 0.08% | +5.6% |
| Q2 2022 | $604,000 | -9.2% | 6,006 | -3.1% | 0.07% | -6.5% |
| Q1 2022 | $665,000 | +8.5% | 6,198 | +5.6% | 0.08% | -1.3% |
| Q4 2021 | $613,000 | – | 5,867 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Greytown Advisors Inc. | 196,275 | $15,315,000 | 11.02% |
| BHK Investment Advisors, LLC | 131,477 | $10,259,000 | 6.22% |
| Capital Advantage, Inc. | 200,176 | $15,620,000 | 5.55% |
| Blue Edge Capital, LLC | 120,620 | $13,338,056,000 | 5.06% |
| PLANNING DIRECTIONS INC | 50,764 | $3,961,000 | 4.71% |
| LINCOLN NATIONAL CORP | 1,421,640 | $110,930,000 | 4.60% |
| WealthShield Partners, LLC | 81,607 | $6,366,000 | 3.56% |
| Black Diamond Financial, LLC | 48,778 | $3,806,000 | 3.40% |
| ASSETMARK, INC | 3,156,816 | $246,326,000 | 2.22% |
| Avior Wealth Management, LLC | 128,948 | $10,061,000 | 2.13% |