EVERMAY WEALTH MANAGEMENT LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 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 Q1 2022
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 116,914$27,522,00024.76%
Zeit Capital LLC 75,802$17,844,00014.93%
Bernardo Wealth Planning LLC 117,989$27,774,00013.79%
FC Advisory LLC 111,874$26,335,00011.41%
ANGELES WEALTH MANAGEMENT, LLC 244,778$57,621,00010.90%
Blackston Financial Advisory Group, LLC 69,828$16,396,00010.69%
BHK Investment Advisors, LLC 103,702$24,411,00010.21%
Financial Sense Advisors, Inc. 109,461$25,767,0009.65%
Pacific Center for Financial Services 109,461$25,767,0009.21%
Greytown Advisors Inc. 79,587$18,731,0009.05%
View complete list of VANGUARD WORLD FD shareholders