Beaumont Financial Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 482 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.61 and the average weighting 0.7%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2022$296,000
-1.0%
1,696
+3.0%
0.03%
+3.7%
Q2 2022$299,000
-56.4%
1,646
-43.6%
0.03%
-48.1%
Q1 2022$686,000
-7.7%
2,916
+2.3%
0.05%
-3.7%
Q4 2021$743,000
+11.9%
2,851
+0.7%
0.05%
+5.9%
Q3 2021$664,000
+12.4%
2,830
+10.8%
0.05%
+13.3%
Q2 2021$591,000
+23.6%
2,555
+10.6%
0.04%
+12.5%
Q1 2021$478,000
-6.5%
2,310
-8.0%
0.04%
-11.1%
Q4 2020$511,000
+12.6%
2,510
+2.4%
0.04%
+4.7%
Q3 2020$454,000
+26.1%
2,450
+11.4%
0.04%
+13.2%
Q2 2020$360,0002,2000.04%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
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