CALTON & ASSOCIATES, INC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 223 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.8%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$1,124,988
-40.5%
10,842
-42.1%
0.52%
-40.2%
Q1 2023$1,892,219
-15.8%
18,731
-14.3%
0.88%
+0.9%
Q4 2022$2,247,390
+54.8%
21,851
+35.2%
0.87%
+4.6%
Q3 2022$1,452,000
+189.2%
16,160
+209.2%
0.83%
+198.2%
Q2 2022$502,000
+51.2%
5,226
+53.9%
0.28%
+282.2%
Q3 2021$332,000
-1.8%
3,3960.0%0.07%
+14.1%
Q2 2021$338,000
+4.6%
3,3960.0%0.06%
+1.6%
Q1 2021$323,000
+9.5%
3,3960.0%0.06%
+18.9%
Q4 2020$295,000
+11.3%
3,396
-1.8%
0.05%
-1.9%
Q3 2020$265,000
+4.7%
3,4580.0%0.05%
-1.8%
Q2 2020$253,000
+11.0%
3,458
+0.0%
0.06%
-1.8%
Q1 2020$228,0003,4570.06%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
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