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 | $32,699,368 | +20.2% | 322,479 | +23.0% | 5.35% | +24.3% |
| Q2 2023 | $27,209,310 | +13.3% | 262,233 | +10.3% | 4.31% | +2.1% |
| Q1 2023 | $24,019,390 | +0.0% | 237,769 | +1.8% | 4.22% | -12.3% |
| Q4 2022 | $24,014,809 | +24.3% | 233,494 | +8.7% | 4.81% | +14.9% |
| Q3 2022 | $19,314,000 | -3.5% | 214,812 | +3.2% | 4.19% | -1.2% |
| Q2 2022 | $20,015,000 | -1.8% | 208,102 | +9.5% | 4.24% | +14.9% |
| Q1 2022 | $20,391,000 | +16.8% | 190,003 | +16.2% | 3.69% | +19.8% |
| Q4 2021 | $17,460,000 | +30.2% | 163,454 | +19.3% | 3.08% | +16.4% |
| Q3 2021 | $13,409,000 | +0.3% | 137,032 | +2.1% | 2.65% | -0.9% |
| Q2 2021 | $13,364,000 | +36.7% | 134,154 | +30.6% | 2.67% | +20.1% |
| Q1 2021 | $9,779,000 | – | 102,720 | – | 2.22% | – |
Download | ||||||
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% |