MONETA GROUP INVESTMENT ADVISORS LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 356 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is 2.92 and the average weighting 1.0%.

Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,638,544
-3.7%
20,443
-0.2%
0.10%
-1.9%
Q2 2023$4,818,205
+51.3%
20,475
+31.5%
0.11%
+40.8%
Q1 2023$3,185,268
+21.5%
15,575
+13.2%
0.08%
+5.6%
Q4 2022$2,621,507
+46.7%
13,759
+34.2%
0.07%
+5.9%
Q3 2022$1,787,000
-8.8%
10,253
-4.9%
0.07%
+1.5%
Q2 2022$1,959,000
+256.8%
10,782
+362.3%
0.07%
+204.5%
Q1 2022$549,000
-11.9%
2,332
-2.4%
0.02%
-12.0%
Q4 2021$623,000
+7.0%
2,389
-3.6%
0.02%
-7.4%
Q3 2021$582,000
+10.6%
2,479
+9.1%
0.03%
+12.5%
Q2 2021$526,000
-0.4%
2,273
-10.9%
0.02%
-14.3%
Q1 2021$528,000
+1.3%
2,550
-0.3%
0.03%
-24.3%
Q4 2020$521,000
+9.7%
2,557
-0.2%
0.04%
-9.8%
Q3 2020$475,000
+13.1%
2,562
-0.3%
0.04%
+2.5%
Q2 2020$420,000
+21.4%
2,569
-5.7%
0.04%
+11.1%
Q1 2020$346,000
-8.2%
2,723
+5.2%
0.04%
+12.5%
Q4 2019$377,000
+9.9%
2,588
+0.1%
0.03%0.0%
Q3 2019$343,000
-2.0%
2,586
-4.3%
0.03%
-5.9%
Q2 2019$350,000
+4.2%
2,703
+0.0%
0.03%
-2.9%
Q1 2019$336,000
+16.3%
2,702
+0.0%
0.04%
+2.9%
Q4 2018$289,000
-16.7%
2,701
-0.2%
0.03%
-2.9%
Q3 2018$347,0002,7060.04%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2020
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