PHILADELPHIA TRUST CO - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 482 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.61 and the average weighting 0.7%.

Quarter-by-quarter ownership
PHILADELPHIA TRUST CO ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$7,983
-3.6%
35,1850.0%0.82%
+4.6%
Q2 2023$8,280
+15.1%
35,1850.0%0.78%
+7.0%
Q1 2023$7,196
+18.9%
35,1850.0%0.73%
+13.1%
Q4 2022$6,054
-99.9%
35,1850.0%0.65%
-6.6%
Q3 2022$6,132,000
-4.1%
35,1850.0%0.69%
+5.8%
Q2 2022$6,393,000
-22.8%
35,1850.0%0.66%
+0.3%
Q1 2022$8,283,000
-9.7%
35,1850.0%0.65%
-1.5%
Q4 2021$9,175,000
+11.1%
35,1850.0%0.66%
+9.0%
Q3 2021$8,261,000
+1.5%
35,1850.0%0.61%
+8.6%
Q2 2021$8,141,000
+11.7%
35,1850.0%0.56%
+0.2%
Q1 2021$7,286,000
+1.6%
35,1850.0%0.56%
-4.1%
Q4 2020$7,169,000
+9.9%
35,1850.0%0.58%
-7.2%
Q3 2020$6,523,00035,1850.63%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
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