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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 16,463 | 0.0% | 0.68% | -7.6% |
| Q4 2022 | $1,693 | -99.9% | 16,463 | 0.0% | 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 | $7,202,000 | – | 98,364 | – | 5.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Greytown Advisors Inc. | 184,012 | $14,114,000 | 11.61% |
| Filbrandt Wealth Management, LLC | 159,157 | $12,207,000 | 9.55% |
| Black Diamond Financial, LLC | 217,854 | $16,709,000 | 9.37% |
| BHK Investment Advisors, LLC | 210,241 | $16,126,000 | 9.08% |
| Biltmore Capital Advisors LLC | 300,658 | $23,061,000 | 6.72% |
| Capital Advantage, Inc. | 183,995 | $14,398,000 | 4.74% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 98,814 | $7,579,000 | 4.47% |
| LINCOLN NATIONAL CORP | 1,908,549 | $146,385,000 | 4.35% |
| PLANNING DIRECTIONS INC | 56,737 | $4,352,000 | 3.83% |
| ASSETMARK, INC | 6,077,293 | $466,128,000 | 3.01% |