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 | $9,906 | -4.5% | 100 | 0.0% | 0.00% | – |
| Q2 2023 | $10,376 | -86.0% | 100 | -86.4% | 0.00% | -100.0% |
| Q1 2023 | $74,250 | -77.3% | 735 | -76.9% | 0.00% | -66.7% |
| Q4 2022 | $326,959 | +59.5% | 3,179 | +49.5% | 0.01% | +50.0% |
| Q2 2022 | $205,000 | -18.3% | 2,127 | -8.9% | 0.00% | 0.0% |
| Q1 2022 | $251,000 | +21.3% | 2,334 | +20.6% | 0.00% | +33.3% |
| Q4 2021 | $207,000 | -1.9% | 1,936 | -34.3% | 0.00% | -50.0% |
| Q4 2018 | $211,000 | -10.2% | 2,947 | +0.3% | 0.01% | 0.0% |
| Q3 2018 | $235,000 | +108.0% | 2,939 | +87.1% | 0.01% | +100.0% |
| Q3 2017 | $113,000 | – | 1,571 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Greytown Advisors Inc. | 196,275 | $15,315,000 | 11.02% |
| BHK Investment Advisors, LLC | 131,477 | $10,259,000 | 6.22% |
| Capital Advantage, Inc. | 200,176 | $15,620,000 | 5.55% |
| Blue Edge Capital, LLC | 120,620 | $13,338,056,000 | 5.06% |
| PLANNING DIRECTIONS INC | 50,764 | $3,961,000 | 4.71% |
| LINCOLN NATIONAL CORP | 1,421,640 | $110,930,000 | 4.60% |
| WealthShield Partners, LLC | 81,607 | $6,366,000 | 3.56% |
| Black Diamond Financial, LLC | 48,778 | $3,806,000 | 3.40% |
| ASSETMARK, INC | 3,156,816 | $246,326,000 | 2.22% |
| Avior Wealth Management, LLC | 128,948 | $10,061,000 | 2.13% |