AVANTAX ADVISORY SERVICES, INC. - 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
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,269,919
+13.7%
10,004
+18.0%
0.02%
+8.7%
Q2 2023$1,995,647
+389.4%
8,481
+325.3%
0.02%
+360.0%
Q1 2023$407,806
+10.5%
1,994
-7.0%
0.01%0.0%
Q4 2022$368,977
-31.5%
2,144
-30.7%
0.01%
-37.5%
Q3 2022$539,000
-67.1%
3,095
-65.6%
0.01%
-68.0%
Q2 2022$1,636,000
-19.7%
9,002
+4.1%
0.02%
-10.7%
Q1 2022$2,038,000
+233.6%
8,651
+269.4%
0.03%
+211.1%
Q4 2021$611,000
+171.6%
2,342
+144.2%
0.01%
+125.0%
Q3 2021$225,000
-3.0%
959
-3.4%
0.00%0.0%
Q2 2021$232,000
-13.8%
993
-23.8%
0.00%
-33.3%
Q1 2021$269,000
-63.4%
1,303
-63.9%
0.01%
-64.7%
Q4 2020$734,000
-75.3%
3,610
-77.5%
0.02%
-64.6%
Q3 2020$2,976,000
+425.8%
16,052
+366.1%
0.05%
+200.0%
Q2 2020$566,000
+27.2%
3,444
-1.9%
0.02%
+23.1%
Q1 2020$445,000
-58.1%
3,509
-51.9%
0.01%
-48.0%
Q4 2019$1,063,000
+19.6%
7,288
+8.9%
0.02%
-30.6%
Q3 2019$889,000
+113.2%
6,694
+107.8%
0.04%
+100.0%
Q2 2019$417,0003,2210.02%
Other shareholders
VANGUARD WORLD FD shareholders Q3 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