GRIMES & COMPANY, INC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 483 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.

Quarter-by-quarter ownership
GRIMES & COMPANY, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$755,177
+0.4%
3,328
+4.2%
0.03%
+7.4%
Q2 2023$751,847
+8.2%
3,195
-5.9%
0.03%
-3.6%
Q1 2023$694,720
+18.9%
3,3970.0%0.03%
+12.0%
Q4 2022$584,522
-4.8%
3,397
-3.5%
0.02%
-21.9%
Q3 2022$614,000
-3.5%
3,520
+0.6%
0.03%0.0%
Q2 2022$636,000
-22.8%
3,4990.0%0.03%
-25.6%
Q1 2022$824,000
-9.6%
3,4990.0%0.04%
+2.4%
Q4 2021$912,000
+18.0%
3,499
+6.2%
0.04%
+23.5%
Q3 2021$773,000
-2.6%
3,294
-4.0%
0.03%0.0%
Q2 2021$794,000
+10.3%
3,431
-1.4%
0.03%
-2.9%
Q1 2021$720,000
+1.6%
3,4780.0%0.04%
-5.4%
Q4 2020$709,000
+6.8%
3,478
-2.8%
0.04%
-11.9%
Q3 2020$664,000
+12.5%
3,579
-0.8%
0.04%
+2.4%
Q2 2020$590,000
+28.0%
3,609
-0.5%
0.04%
-2.4%
Q1 2020$461,000
-26.8%
3,626
-16.2%
0.04%
+2.4%
Q4 2019$630,000
+9.2%
4,325
-0.5%
0.04%0.0%
Q3 2019$577,000
+2.3%
4,346
-0.2%
0.04%
-4.7%
Q2 2019$564,000
+4.1%
4,3560.0%0.04%
+2.4%
Q1 2019$542,000
+10.8%
4,356
-4.6%
0.04%
-12.5%
Q4 2018$489,000
-21.4%
4,567
-5.9%
0.05%
-4.0%
Q3 2018$622,000
-5.2%
4,851
-12.0%
0.05%
-13.8%
Q2 2018$656,000
+7.5%
5,511
+1.4%
0.06%
-1.7%
Q1 2018$610,000
+0.8%
5,4350.0%0.06%
+1.7%
Q4 2017$605,000
+2.2%
5,435
-3.9%
0.06%
-7.9%
Q3 2017$592,000
-2.8%
5,654
-7.1%
0.06%
-7.4%
Q2 2017$609,000
-6.5%
6,087
-10.5%
0.07%
-4.2%
Q1 2017$651,000
+3.2%
6,804
-6.0%
0.07%
-2.7%
Q4 2016$631,000
-3.1%
7,238
-2.7%
0.07%
-16.1%
Q3 2016$651,000
-12.0%
7,439
-16.1%
0.09%
-12.1%
Q2 2016$740,000
-6.3%
8,866
-6.7%
0.10%
-2.9%
Q1 2016$790,000
-2.1%
9,500
-2.3%
0.10%
-6.4%
Q4 2015$807,000
-1.6%
9,720
-7.8%
0.11%
+2.8%
Q3 2015$820,000
-15.7%
10,548
-10.1%
0.11%
-22.6%
Q2 2015$973,00011,7300.14%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders