Iron Gate Global Advisors LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.

Quarter-by-quarter ownership
Iron Gate Global Advisors LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$274,089
-7.7%
1,210
-4.1%
0.06%
-3.1%
Q2 2023$296,974
+15.1%
1,2620.0%0.06%0.0%
Q1 2023$258,092
+11.6%
1,262
-6.1%
0.06%
+1.6%
Q4 2022$231,262
-1.6%
1,344
-0.3%
0.06%
-4.5%
Q3 2022$235,000
-3.7%
1,3480.0%0.07%
-1.5%
Q2 2022$244,000
-25.4%
1,348
-3.2%
0.07%
-10.7%
Q1 2022$327,000
-12.6%
1,392
-3.5%
0.08%
-14.8%
Q4 2021$374,000
-45.3%
1,442
-50.5%
0.09%
+20.5%
Q3 2021$684,000
+103.0%
2,916
+100.0%
0.07%
-23.2%
Q2 2021$337,000
+53.2%
1,458
+37.0%
0.10%
+35.7%
Q1 2021$220,000
-47.2%
1,064
-48.1%
0.07%
-54.5%
Q4 2020$417,000
-4.6%
2,050
-13.2%
0.15%
-16.3%
Q3 2020$437,000
-12.1%
2,362
-22.3%
0.18%
-23.7%
Q2 2020$497,0003,0380.24%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Cassaday & Co Inc. 2,014,389$417,120,00053.05%
Zeit Capital LLC 78,878$16,333,00014.92%
Bernardo Wealth Planning LLC 103,037$21,335,00013.57%
FundX Investment Group, LLC 106,272$22,006,00012.42%
FC Advisory LLC 110,160$22,811,00011.10%
Pacific Center for Financial Services 109,749$22,726,00010.87%
Black Diamond Financial, LLC 116,654$24,156,00010.25%
BHK Investment Advisors, LLC 103,634$21,115,0009.81%
Stuart Chaussee & Associates, Inc. 113,894$23,584,0009.08%
Darwin Wealth Management, LLC 244,622$50,654,0008.84%
View complete list of VANGUARD WORLD FD shareholders