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

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 3 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q4 2023
NameSharesValueWeighting ↓
Greytown Advisors Inc. 275,937$20,616,0009.62%
RELIANCE TRUST CO 5,849$435,0009.55%
BHK Investment Advisors, LLC 128,875$9,590,0006.67%
LINCOLN NATIONAL CORP 1,413,884$105,207,0003.85%
WealthShield Partners, LLC 82,955$6,211,0003.79%
PLANNING DIRECTIONS INC 46,837$3,485,0003.37%
Capital Advantage, Inc. 180,973$13,466,0003.17%
Blue Edge Capital, LLC 59,825$7,117,439,0002.85%
Avior Wealth Management, LLC 128,571$9,567,0002.16%
Pinion Investment Advisors, LLC 14,522$1,081,0002.09%
View complete list of VANGUARD WORLD FD shareholders