Forvis Mazars Wealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 494 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.

Quarter-by-quarter ownership
Forvis Mazars Wealth Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$339,662
-0.1%
1,081
-8.9%
0.01%
-11.1%
Q1 2024$339,919
+1.1%
1,186
-8.5%
0.01%0.0%
Q4 2023$336,325
+14.4%
1,2960.0%0.01%0.0%
Q3 2023$294,062
-3.6%
1,2960.0%0.01%0.0%
Q2 2023$304,975
+9.2%
1,296
-5.1%
0.01%0.0%
Q1 2023$279,361
+8.2%
1,366
-8.9%
0.01%0.0%
Q4 2022$258,105
-1.1%
1,5000.0%0.01%
-18.2%
Q3 2022$261,000
-4.0%
1,5000.0%0.01%0.0%
Q2 2022$272,000
-5.9%
1,500
+22.2%
0.01%
-8.3%
Q1 2022$289,000
-6.8%
1,227
+3.3%
0.01%
-7.7%
Q4 2021$310,0001,1880.01%
Other shareholders
VANGUARD WORLD FD shareholders Q2 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