VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 322 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,973,550 | +0.7% | 98,358 | +3.0% | 0.02% | 0.0% |
| Q2 2023 | $9,909,079 | +2.9% | 95,500 | +0.2% | 0.02% | 0.0% |
| Q1 2023 | $9,627,711 | +1.4% | 95,305 | +3.3% | 0.02% | -5.9% |
| Q4 2022 | $9,492,746 | +16.5% | 92,297 | +1.8% | 0.02% | 0.0% |
| Q3 2022 | $8,149,000 | -6.5% | 90,636 | +0.0% | 0.02% | 0.0% |
| Q2 2022 | $8,715,000 | -11.1% | 90,617 | -0.8% | 0.02% | +6.2% |
| Q1 2022 | $9,804,000 | -4.1% | 91,352 | -4.6% | 0.02% | 0.0% |
| Q4 2021 | $10,227,000 | +8.7% | 95,747 | -0.4% | 0.02% | -11.1% |
| Q3 2021 | $9,408,000 | +0.5% | 96,141 | +2.3% | 0.02% | 0.0% |
| Q2 2021 | $9,361,000 | +12.5% | 93,970 | +7.5% | 0.02% | +5.9% |
| Q1 2021 | $8,319,000 | +50.1% | 87,388 | +36.9% | 0.02% | +41.7% |
| Q4 2020 | $5,541,000 | +13.3% | 63,819 | +0.1% | 0.01% | 0.0% |
| Q3 2020 | $4,890,000 | +12.3% | 63,752 | +7.2% | 0.01% | +9.1% |
| Q2 2020 | $4,353,000 | +8.3% | 59,457 | -2.3% | 0.01% | -15.4% |
| Q1 2020 | $4,018,000 | -18.5% | 60,868 | +7.7% | 0.01% | 0.0% |
| Q4 2019 | $4,928,000 | +10.9% | 56,523 | +3.6% | 0.01% | +8.3% |
| Q3 2019 | $4,444,000 | +9.4% | 54,569 | +8.2% | 0.01% | +9.1% |
| Q2 2019 | $4,061,000 | +17.0% | 50,452 | +13.4% | 0.01% | +10.0% |
| Q1 2019 | $3,470,000 | +21.9% | 44,478 | +11.7% | 0.01% | +11.1% |
| Q4 2018 | $2,846,000 | -14.2% | 39,820 | -3.9% | 0.01% | -10.0% |
| Q3 2018 | $3,317,000 | +10.4% | 41,452 | +2.6% | 0.01% | +11.1% |
| Q2 2018 | $3,005,000 | +6.2% | 40,391 | +5.7% | 0.01% | 0.0% |
| Q1 2018 | $2,830,000 | -13.5% | 38,221 | -10.7% | 0.01% | -10.0% |
| Q4 2017 | $3,273,000 | +13.2% | 42,801 | +6.3% | 0.01% | +11.1% |
| Q3 2017 | $2,892,000 | +3655.8% | 40,281 | +3528.9% | 0.01% | – |
| Q2 2017 | $77,000 | +1.3% | 1,110 | 0.0% | 0.00% | – |
| Q1 2017 | $76,000 | +2.7% | 1,110 | 0.0% | 0.00% | – |
| Q4 2016 | $74,000 | +5.7% | 1,110 | 0.0% | 0.00% | – |
| Q3 2016 | $70,000 | +2.9% | 1,110 | 0.0% | 0.00% | – |
| Q2 2016 | $68,000 | +3.0% | 1,110 | 0.0% | 0.00% | – |
| Q1 2016 | $66,000 | 0.0% | 1,110 | 0.0% | 0.00% | – |
| Q4 2015 | $66,000 | +8.2% | 1,110 | 0.0% | 0.00% | – |
| Q3 2015 | $61,000 | -7.6% | 1,110 | 0.0% | 0.00% | – |
| Q2 2015 | $66,000 | 0.0% | 1,110 | 0.0% | 0.00% | – |
| Q1 2015 | $66,000 | -1.5% | 1,110 | 0.0% | 0.00% | – |
| Q4 2014 | $67,000 | -17.3% | 1,110 | -19.6% | 0.00% | – |
| Q3 2014 | $81,000 | 0.0% | 1,381 | 0.0% | 0.00% | – |
| Q2 2014 | $81,000 | +30.6% | 1,381 | +24.4% | 0.00% | – |
| Q1 2014 | $62,000 | +1.6% | 1,110 | 0.0% | 0.00% | – |
| Q4 2013 | $61,000 | +8.9% | 1,110 | 0.0% | 0.00% | – |
| Q3 2013 | $56,000 | +3.7% | 1,110 | 0.0% | 0.00% | – |
| Q2 2013 | $54,000 | – | 1,110 | – | 0.00% | – |
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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% |