OPTIMUM INVESTMENT ADVISORS - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 62 filers reported holding VANGUARD WORLD FD in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2023$77,853
+14.4%
3000.0%0.04%
+11.4%
Q3 2023$68,070
-3.6%
3000.0%0.04%0.0%
Q2 2023$70,596
+15.1%
3000.0%0.04%
+9.4%
Q1 2023$61,353
+18.9%
3000.0%0.03%
+14.3%
Q4 2022$51,621
-0.7%
3000.0%0.03%0.0%
Q3 2022$52,000
-5.5%
3000.0%0.03%0.0%
Q2 2022$55,000
-22.5%
3000.0%0.03%
-6.7%
Q1 2022$71,000
-9.0%
3000.0%0.03%0.0%
Q4 2021$78,000
+11.4%
3000.0%0.03%0.0%
Q3 2021$70,000
+1.4%
3000.0%0.03%
+36.4%
Q2 2021$69,000
+11.3%
3000.0%0.02%
+22.2%
Q1 2021$62,000
+1.6%
3000.0%0.02%
-5.3%
Q4 2020$61,000
+8.9%
3000.0%0.02%0.0%
Q3 2020$56,000
+14.3%
3000.0%0.02%
+11.8%
Q2 2020$49,000
+28.9%
3000.0%0.02%
+6.2%
Q1 2020$38,000
-13.6%
3000.0%0.02%
+23.1%
Q4 2019$44,000
+10.0%
3000.0%0.01%0.0%
Q3 2019$40,000
+2.6%
3000.0%0.01%0.0%
Q2 2019$39,000
+5.4%
3000.0%0.01%
+8.3%
Q1 2019$37,000
+15.6%
3000.0%0.01%
+9.1%
Q4 2018$32,000
-15.8%
3000.0%0.01%0.0%
Q3 2018$38,000
+5.6%
3000.0%0.01%
+10.0%
Q2 2018$36,000
+5.9%
3000.0%0.01%0.0%
Q1 2018$34,000
+3300.0%
300
+1664.7%
0.01%
Q1 2015$1,0000.0%170.0%0.00%
Q4 2014$1,0000.0%170.0%0.00%
Q3 2014$1,0000.0%170.0%0.00%
Q2 2014$1,0000.0%170.0%0.00%
Q1 2014$1,0000.0%170.0%0.00%
Q4 2013$1,0000.0%170.0%0.00%
Q3 2013$1,000170.00%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2013
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders