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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487,430 | -2.3% | 4,807 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $498,774 | +2.7% | 4,807 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $485,603 | +4.8% | 4,807 | +6.7% | 0.01% | 0.0% |
| Q4 2022 | $463,545 | +14.5% | 4,507 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $405,000 | -4.5% | 4,507 | +2.3% | 0.01% | 0.0% |
| Q2 2022 | $424,000 | -10.4% | 4,407 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $473,000 | +0.4% | 4,407 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $471,000 | +6.1% | 4,407 | -2.2% | 0.01% | 0.0% |
| Q3 2021 | $444,000 | -5.3% | 4,507 | -4.2% | 0.01% | 0.0% |
| Q2 2021 | $469,000 | +4.7% | 4,707 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $448,000 | +9.3% | 4,707 | -0.4% | 0.01% | 0.0% |
| Q4 2020 | $410,000 | +13.3% | 4,725 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $362,000 | +4.6% | 4,725 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $346,000 | +10.9% | 4,725 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $312,000 | -24.3% | 4,725 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $412,000 | +7.0% | 4,725 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $385,000 | +1.3% | 4,725 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $380,000 | +3.3% | 4,725 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $368,000 | +29.6% | 4,725 | +18.9% | 0.01% | +14.3% |
| Q4 2018 | $284,000 | – | 3,975 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Greytown Advisors Inc. | 275,937 | $20,616,000 | 9.62% |
| RELIANCE TRUST CO | 5,849 | $435,000 | 9.55% |
| BHK Investment Advisors, LLC | 128,875 | $9,590,000 | 6.67% |
| LINCOLN NATIONAL CORP | 1,413,884 | $105,207,000 | 3.85% |
| WealthShield Partners, LLC | 82,955 | $6,211,000 | 3.79% |
| PLANNING DIRECTIONS INC | 46,837 | $3,485,000 | 3.37% |
| Capital Advantage, Inc. | 180,973 | $13,466,000 | 3.17% |
| Blue Edge Capital, LLC | 59,825 | $7,117,439,000 | 2.85% |
| Avior Wealth Management, LLC | 128,571 | $9,567,000 | 2.16% |
| Pinion Investment Advisors, LLC | 14,522 | $1,081,000 | 2.09% |