Beaumont Financial Partners, LLC - 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
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 Q4 2022
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders