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

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 370 filers reported holding VANGUARD WORLD FD in Q1 2024. The put-call ratio across all filers is 0.00 and the average weighting 0.7%.

Quarter-by-quarter ownership
OGOREK ANTHONY JOSEPH /NY/ /ADV ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$1,742
-3.4%
14,700
-2.6%
0.60%
-3.5%
Q1 2024$1,804
+8.7%
15,098
-0.6%
0.63%
+4.0%
Q4 2023$1,660
+5.5%
15,185
-2.2%
0.60%
-2.9%
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 2024
NameSharesValueWeighting ↓
Zeit Capital LLC 214,283$25,392,51620.62%
Greytown Advisors Inc. 227,219$27,086,70315.89%
Black Diamond Financial, LLC 616,892$73,101,92714.12%
ETF Portfolio Partners, Inc. 357,668$42,383,71013.27%
Sheridan Capital Management, LLC 144,532$17,079,34212.69%
BHK Investment Advisors, LLC 229,493$27,194,89410.67%
Von Berge Wealth Management Group, LLC 104,979$12,405,4077.89%
Bernardo Wealth Planning LLC 242,607$28,748,8877.73%
LINCOLN NATIONAL CORP 1,923,968$227,990,2087.71%
MEANS INVESTMENT CO., INC. 477,157$56,543,0746.76%
View complete list of VANGUARD WORLD FD shareholders