PLANNING DIRECTIONS INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 330 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 8.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
PLANNING DIRECTIONS INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$6,590
-5.4%
64,989
-3.2%
5.04%
-0.5%
Q2 2023$6,969
+2.0%
67,168
-0.7%
5.07%
-0.2%
Q1 2023$6,835
-1.7%
67,655
+0.1%
5.08%
-4.3%
Q4 2022$6,954
-99.9%
67,611
+1.6%
5.31%
+9.8%
Q3 2022$5,983,000
-4.6%
66,544
+2.0%
4.83%
+0.5%
Q2 2022$6,274,000
-1.6%
65,228
+9.8%
4.81%
+7.4%
Q1 2022$6,378,000
+2.1%
59,431
+1.6%
4.48%
+7.7%
Q4 2021$6,248,000
+11.7%
58,491
+2.3%
4.16%
+2.2%
Q3 2021$5,594,000
-2.8%
57,168
-1.1%
4.07%
-3.2%
Q2 2021$5,757,000
+1.4%
57,793
-3.1%
4.21%
-5.8%
Q1 2021$5,676,000
+10.2%
59,625
+0.5%
4.47%
+7.0%
Q4 2020$5,151,000
+18.4%
59,335
+4.6%
4.17%
+8.9%
Q3 2020$4,352,000
-0.8%
56,737
-5.3%
3.83%
-6.4%
Q2 2020$4,387,000
-22.4%
59,913
-7.6%
4.09%
-21.7%
Q4 2019$5,651,000
+11.0%
64,822
+3.7%
5.23%
+7.0%
Q3 2019$5,092,000
+17.0%
62,530
+15.6%
4.88%
+10.6%
Q2 2019$4,353,000
+9.9%
54,071
+6.5%
4.42%
-6.2%
Q1 2019$3,961,000
+12.7%
50,764
+3.2%
4.71%
+8.4%
Q4 2018$3,515,000
-9.7%
49,181
+1.1%
4.34%
+20.1%
Q3 2018$3,894,000
+11.7%
48,648
+3.9%
3.62%
+7.5%
Q2 2018$3,485,000
-2.3%
46,837
-2.7%
3.37%
-3.6%
Q1 2018$3,566,00048,1493.49%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
NameSharesValueWeighting ↓
Zeit Capital LLC 243,057$25,963,00020.85%
Select Asset Management & Trust 199,981$21,362,00014.13%
Black Diamond Financial, LLC 361,004$38,562,00012.99%
Greytown Advisors Inc. 248,048$26,496,00011.26%
BHK Investment Advisors, LLC 247,916$26,482,00010.45%
Bernardo Wealth Planning LLC 190,551$20,354,0009.94%
WNY Asset Management, LLC 170,079$18,135,0005.40%
Biltmore Capital Advisors LLC 295,369$31,551,0005.27%
LINCOLN NATIONAL CORP 2,010,100$214,719,0004.33%
Von Berge Wealth Management Group, LLC 44,303$4,688,0004.32%
View complete list of VANGUARD WORLD FD shareholders