HOWE & RUSLING INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 315 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
HOWE & RUSLING INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,930,859
-17.2%
19,042
-15.3%
0.23%
-12.6%
Q2 2023$2,331,799
+45.0%
22,473
+41.2%
0.26%
+35.9%
Q1 2023$1,607,734
+71.0%
15,915
+74.1%
0.19%
+62.7%
Q4 2022$940,152
+8.3%
9,141
-5.4%
0.12%
+2.6%
Q3 2022$868,000
-22.4%
9,658
-16.9%
0.12%
-19.0%
Q2 2022$1,118,000
-16.4%
11,622
-6.8%
0.14%
-8.4%
Q1 2022$1,338,000
+5475.0%
12,472
+2956.9%
0.16%
+3000.0%
Q1 2016$24,0004080.01%
Other shareholders
VANGUARD WORLD FD shareholders Q3 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