SOL Capital Management CO - 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
SOL Capital Management CO ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$6,945
-20.7%
30,610
-17.7%
1.08%
-18.9%
Q2 2023$8,754
-99.9%
37,200
+0.3%
1.33%
+6.7%
Q1 2023$7,585,276
+19.3%
37,090
+0.4%
1.24%
+10.5%
Q4 2022$6,357,126
-2.1%
36,945
-0.9%
1.12%
-16.7%
Q3 2022$6,495,000
-3.5%
37,265
+0.6%
1.35%
-0.9%
Q2 2022$6,730,000
-21.4%
37,041
+1.9%
1.36%
-11.8%
Q1 2022$8,557,000
-9.7%
36,350
+0.0%
1.55%
-9.7%
Q4 2021$9,475,000
+6.2%
36,335
-4.3%
1.71%
-3.5%
Q3 2021$8,919,000
+0.8%
37,985
-0.7%
1.78%
+1.4%
Q2 2021$8,847,000
+9.6%
38,235
-1.9%
1.75%
+2.8%
Q1 2021$8,069,000
-5.1%
38,969
-6.7%
1.70%
-14.1%
Q4 2020$8,507,000
-2.6%
41,754
-11.4%
1.98%
-17.5%
Q3 2020$8,736,000
+5.9%
47,122
-6.6%
2.40%
+2.9%
Q2 2020$8,250,000
+13.3%
50,457
-11.9%
2.34%
-3.0%
Q1 2020$7,280,000
-16.9%
57,287
-4.7%
2.41%
+9.0%
Q4 2019$8,759,000
+6.0%
60,132
-3.5%
2.21%
-2.1%
Q3 2019$8,265,000
+2.7%
62,302
+0.3%
2.26%
+3.2%
Q2 2019$8,045,000
+0.0%
62,137
-3.9%
2.19%
-2.4%
Q1 2019$8,042,000
+20.8%
64,672
+3.9%
2.24%
+5.2%
Q4 2018$6,660,000
-16.9%
62,237
-0.4%
2.13%
-1.6%
Q3 2018$8,013,000
+5.9%
62,517
-1.7%
2.16%
+0.2%
Q2 2018$7,569,000
+4.1%
63,617
-1.8%
2.16%
+3.4%
Q1 2018$7,270,000
-10.4%
64,772
-11.1%
2.09%
-9.9%
Q4 2017$8,111,000
+2.2%
72,858
-3.8%
2.32%
+3.5%
Q3 2017$7,933,000
-3.5%
75,755
-7.8%
2.24%
-1.0%
Q2 2017$8,221,000
+4.4%
82,160
-0.2%
2.26%
+1.1%
Q1 2017$7,878,000
+9.8%
82,310
-0.1%
2.24%
+3.7%
Q4 2016$7,175,000
+5.7%
82,370
+6.2%
2.16%
-5.1%
Q3 2016$6,786,000
+8.2%
77,570
+3.2%
2.27%
+8.8%
Q2 2016$6,274,000
-1.4%
75,170
-1.7%
2.09%
-3.2%
Q1 2016$6,360,000
+1.1%
76,506
+1.0%
2.16%
-3.3%
Q4 2015$6,291,000
+7.4%
75,756
+0.6%
2.23%
-1.3%
Q3 2015$5,858,000
+7.7%
75,331
+14.9%
2.26%
+13.7%
Q2 2015$5,438,000
+3.0%
65,547
+3.5%
1.99%
+2.4%
Q1 2015$5,280,000
+3.1%
63,357
+0.6%
1.94%
-2.3%
Q4 2014$5,120,000
+4.9%
62,995
+0.4%
1.99%
-1.8%
Q3 2014$4,882,000
+0.3%
62,765
-0.9%
2.02%
+4.0%
Q2 2014$4,865,000
+5.1%
63,365
-0.9%
1.94%
+7.6%
Q1 2014$4,627,000
+4.3%
63,915
+4.4%
1.81%
+6.2%
Q4 2013$4,436,000
+14.5%
61,205
+3.4%
1.70%
+6.0%
Q3 2013$3,875,000
+16.1%
59,185
+7.2%
1.61%
+18.3%
Q2 2013$3,337,00055,2351.36%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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