NORTHEAST INVESTMENT MANAGEMENT - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 429 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.8%.

Quarter-by-quarter ownership
NORTHEAST INVESTMENT MANAGEMENT ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$3,930,135
+8.2%
17,321
+12.2%
0.23%
+12.7%
Q2 2023$3,632,870
+87.3%
15,438
+62.8%
0.20%
+73.7%
Q1 2023$1,939,777
+175128.3%
9,485
+47.5%
0.12%
+66.2%
Q4 2022$1,107
-99.9%
6,431
+17.1%
0.07%
+9.2%
Q3 2022$957,000
-1.5%
5,493
+2.7%
0.06%
+4.8%
Q2 2022$972,000
-20.3%
5,350
+3.3%
0.06%
-3.1%
Q1 2022$1,219,000
-5.7%
5,178
+4.5%
0.06%
+1.6%
Q4 2021$1,292,000
+17.0%
4,955
+5.4%
0.06%
+6.8%
Q3 2021$1,104,000
+4.0%
4,700
+2.4%
0.06%
+3.5%
Q2 2021$1,062,000
+4.7%
4,589
-6.3%
0.06%
-5.0%
Q1 2021$1,014,000
+25.3%
4,897
+23.3%
0.06%
+22.4%
Q4 2020$809,000
+2.5%
3,972
-6.7%
0.05%
-5.8%
Q3 2020$789,000
+19.7%
4,256
+5.6%
0.05%
+6.1%
Q2 2020$659,0004,0310.05%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders