EVERMAY WEALTH MANAGEMENT LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$68,070
-3.6%
3000.0%0.01%0.0%
Q2 2023$70,596
+15.1%
3000.0%0.01%
+16.7%
Q1 2023$61,353
+18.9%
3000.0%0.01%
+9.1%
Q4 2022$51,621
-0.7%
3000.0%0.01%
+10.0%
Q3 2022$52,000
-5.5%
3000.0%0.01%
-9.1%
Q2 2022$55,000
-22.5%
3000.0%0.01%
-8.3%
Q1 2022$71,000
-41.3%
300
-35.3%
0.01%
-45.5%
Q4 2021$121,000
+72.9%
464
+54.7%
0.02%
+57.1%
Q3 2021$70,000
+1.4%
3000.0%0.01%
+7.7%
Q2 2021$69,0003000.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders