Stockman Wealth Management, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 528 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.30 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 Q1 2023
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