OGOREK ANTHONY JOSEPH /NY/ /ADV - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 287 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
OGOREK ANTHONY JOSEPH /NY/ /ADV ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,574
-2.6%
15,530
-0.3%
0.62%
+0.3%
Q2 2023$1,616
-2.8%
15,575
-5.4%
0.62%
-9.0%
Q1 2023$1,663
-1.8%
16,4630.0%0.68%
-7.6%
Q4 2022$1,693
-99.9%
16,4630.0%0.74%
+4.7%
Q3 2022$1,480,000
-8.1%
16,463
-1.7%
0.70%
-5.0%
Q2 2022$1,610,000
-10.8%
16,746
-0.4%
0.74%
+0.1%
Q1 2022$1,804,000
-3.7%
16,815
-4.2%
0.74%
-7.6%
Q4 2021$1,874,000
+2.6%
17,551
-6.0%
0.80%
-4.1%
Q3 2021$1,827,000
-11.7%
18,675
-10.1%
0.83%
-9.9%
Q2 2021$2,068,000
+4.2%
20,762
-0.4%
0.93%
-5.3%
Q1 2021$1,984,000
+5.4%
20,843
-3.9%
0.98%
-3.0%
Q4 2020$1,882,000
-75.2%
21,682
-78.1%
1.01%
-77.4%
Q3 2020$7,579,000
+5.2%
98,814
+0.5%
4.47%
-12.3%
Q2 2020$7,202,00098,3645.10%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Greytown Advisors Inc. 196,275$15,315,00011.02%
BHK Investment Advisors, LLC 131,477$10,259,0006.22%
Capital Advantage, Inc. 200,176$15,620,0005.55%
Blue Edge Capital, LLC 120,620$13,338,056,0005.06%
PLANNING DIRECTIONS INC 50,764$3,961,0004.71%
LINCOLN NATIONAL CORP 1,421,640$110,930,0004.60%
WealthShield Partners, LLC 81,607$6,366,0003.56%
Black Diamond Financial, LLC 48,778$3,806,0003.40%
ASSETMARK, INC 3,156,816$246,326,0002.22%
Avior Wealth Management, LLC 128,948$10,061,0002.13%
View complete list of VANGUARD WORLD FD shareholders