Stockman Wealth Management, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
Stockman Wealth Management, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$347,568
+15.1%
1,4770.0%0.08%
+10.3%
Q1 2023$302,062
+16.6%
1,477
-1.9%
0.07%
+15.3%
Q4 2022$258,965
-1.2%
1,5050.0%0.06%
-16.9%
Q3 2022$262,000
-4.0%
1,5050.0%0.07%
+1.4%
Q2 2022$273,000
-27.8%
1,505
-6.2%
0.07%
-10.3%
Q1 2022$378,000
-9.8%
1,6050.0%0.08%
-9.3%
Q4 2021$419,000
+7.4%
1,605
-3.3%
0.09%
-1.1%
Q3 2021$390,000
+1.6%
1,6600.0%0.09%
-5.4%
Q2 2021$384,000
+11.6%
1,6600.0%0.09%
-4.2%
Q1 2021$344,000
-5.8%
1,660
-7.3%
0.10%
-14.3%
Q4 2020$365,000
+23.7%
1,790
+12.6%
0.11%
+3.7%
Q3 2020$295,000
+40.5%
1,590
+23.6%
0.11%
+36.7%
Q2 2020$210,0001,2860.08%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders