CALTON & ASSOCIATES, INC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 294 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.9%.

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 Q2 2022
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