HBK Sorce Advisory LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 418 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$246,027
+8.9%
783
-0.6%
0.01%
+12.5%
Q1 2024$225,849
+8.8%
788
-13.9%
0.01%
-11.1%
Q3 2023$207,614
-3.1%
915
-12.7%
0.01%
-10.0%
Q1 2023$214,327
+81704.2%
1,048
-31.2%
0.01%
+42.9%
Q4 2022$262
-99.9%
1,524
+98.4%
0.01%
-30.0%
Q4 2021$200,000
-13.4%
768
-38.4%
0.01%
-37.5%
Q3 2020$231,0001,2460.02%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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