J.W. COLE ADVISORS, INC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$3,238,454
-13.4%
14,273
-10.2%
0.24%
-10.5%
Q2 2023$3,740,289
+4.6%
15,894
-9.1%
0.27%
+4.7%
Q1 2023$3,575,312
+6.3%
17,482
-10.5%
0.26%
-1.5%
Q4 2022$3,362,750
+5.3%
19,542
+6.7%
0.26%
-2.6%
Q3 2022$3,192,000
+1.1%
18,312
+5.4%
0.27%
+5.6%
Q2 2022$3,158,000
-15.0%
17,380
+10.2%
0.25%
+1.2%
Q1 2022$3,714,000
-6.5%
15,778
+3.5%
0.25%
-3.9%
Q4 2021$3,974,000
+8.2%
15,241
-4.0%
0.26%
-10.4%
Q2 2021$3,674,000
+32.7%
15,880
+18.8%
0.29%
+8.2%
Q1 2021$2,768,000
+8.3%
13,369
+6.6%
0.27%
+0.4%
Q4 2020$2,556,000
+151.3%
12,545
+128.7%
0.27%
+241.0%
Q3 2020$1,017,000
-44.1%
5,485
-50.7%
0.08%
-71.4%
Q2 2020$1,819,00011,1270.27%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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