OPTIMUM INVESTMENT ADVISORS - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 446 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.

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 2021
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,626,424$623,998,72328.82%
Erickson Financial Group, LLC 93,707$16,124,16317.45%
Zeit Capital LLC 65,272$11,231,40310.91%
Greytown Advisors Inc. 106,758$18,369,9269.98%
Bernardo Wealth Planning LLC 123,532$21,256,1829.94%
BHK Investment Advisors, LLC 98,536$16,955,0869.54%
FC Advisory LLC 114,446$19,692,6789.31%
Blackston Financial Advisory Group, LLC 72,847$12,5359.10%
ANGELES WEALTH MANAGEMENT, LLC 280,422$48,252,1498.44%
Tower Wealth Partners, Inc. 54,227$9,330,8408.13%
View complete list of VANGUARD WORLD FD shareholders