VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 330 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 8.22 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,034,960 | -8.1% | 29,930 | -6.0% | 0.04% | -6.7% |
| Q2 2023 | $3,303,722 | -5.3% | 31,840 | -7.8% | 0.04% | -13.5% |
| Q1 2023 | $3,488,595 | -18.7% | 34,534 | -17.2% | 0.05% | -24.6% |
| Q4 2022 | $4,292,121 | +9.7% | 41,732 | -3.6% | 0.07% | +1.5% |
| Q3 2022 | $3,911,723 | -27.7% | 43,303 | -23.0% | 0.07% | -33.3% |
| Q2 2022 | $5,411,000 | -5.8% | 56,259 | +5.1% | 0.10% | +6.2% |
| Q1 2022 | $5,745,000 | – | 53,534 | – | 0.10% | – |
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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% |