PHILADELPHIA TRUST CO - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 528 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.

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 Q1 2023
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders