VALLEY WEALTH MANAGERS, 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
VALLEY WEALTH MANAGERS, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$8,822
-2.3%
870.0%0.00%0.0%
Q2 2023$9,027
+2.7%
870.0%0.00%0.0%
Q1 2023$8,789
-1.8%
870.0%0.00%0.0%
Q4 2022$8,948
+11.8%
870.0%0.00%0.0%
Q3 2022$8,0000.0%870.0%0.00%0.0%
Q2 2022$8,000
+166.7%
87
+74.0%
0.00%
Q1 2017$3,0000.0%500.0%0.00%
Q4 2016$3,0000.0%500.0%0.00%
Q3 2016$3,0000.0%500.0%0.00%
Q2 2016$3,000500.00%
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