J.P. Morgan Private Wealth Advisors LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 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
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$11,776,902
+0.7%
51,903
+4.4%
0.03%
-44.3%
Q2 2023$11,700,691
+6.3%
49,722
-7.6%
0.06%
+165.2%
Q1 2023$11,008,160
-11.0%
53,827
-25.1%
0.02%
-17.9%
Q4 2022$12,370,284
+273.6%
71,891
+278.5%
0.03%
+211.1%
Q3 2022$3,311,000
-13.3%
18,996
-9.7%
0.01%
-10.0%
Q2 2022$3,820,000
-11.2%
21,027
+15.1%
0.01%
+11.1%
Q1 2022$4,302,000
-11.7%
18,275
-2.1%
0.01%
-10.0%
Q4 2021$4,870,000
+7.6%
18,674
-3.1%
0.01%
-9.1%
Q3 2021$4,526,000
-0.1%
19,275
-1.6%
0.01%
-8.3%
Q2 2021$4,532,000
+22.7%
19,586
+9.8%
0.01%0.0%
Q1 2021$3,693,000
-3.3%
17,836
-4.9%
0.01%0.0%
Q4 2020$3,820,000
+40.4%
18,748
+27.8%
0.01%
+9.1%
Q3 2020$2,721,000
+16.4%
14,674
+2.6%
0.01%0.0%
Q2 2020$2,338,000
+38.8%
14,300
+7.9%
0.01%
+10.0%
Q1 2020$1,684,000
+79.9%
13,253
+106.1%
0.01%
+150.0%
Q4 2019$936,000
+9.7%
6,4290.0%0.00%0.0%
Q3 2019$853,000
-5.5%
6,429
-7.8%
0.00%
-20.0%
Q2 2019$903,000
-11.6%
6,971
-15.1%
0.01%0.0%
Q1 2019$1,021,000
+2.5%
8,212
-11.8%
0.01%
-16.7%
Q4 2018$996,000
-16.8%
9,307
-0.4%
0.01%0.0%
Q3 2018$1,197,000
+17.6%
9,341
+9.1%
0.01%0.0%
Q2 2018$1,018,000
+72.5%
8,558
+62.8%
0.01%
+50.0%
Q1 2018$590,000
+44.6%
5,256
+43.6%
0.00%
+33.3%
Q4 2017$408,000
+37.4%
3,661
+29.4%
0.00%
+50.0%
Q3 2017$297,000
+4.9%
2,8300.0%0.00%0.0%
Q2 2017$283,000
+4.4%
2,8300.0%0.00%0.0%
Q1 2017$271,000
+10.2%
2,830
-0.0%
0.00%0.0%
Q4 2016$246,000
+4.2%
2,831
+0.0%
0.00%0.0%
Q2 2016$236,0002,8300.00%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 116,914$27,522,00024.76%
Zeit Capital LLC 75,802$17,844,00014.93%
Bernardo Wealth Planning LLC 117,989$27,774,00013.79%
FC Advisory LLC 111,874$26,335,00011.41%
ANGELES WEALTH MANAGEMENT, LLC 244,778$57,621,00010.90%
Blackston Financial Advisory Group, LLC 69,828$16,396,00010.69%
BHK Investment Advisors, LLC 103,702$24,411,00010.21%
Financial Sense Advisors, Inc. 109,461$25,767,0009.65%
Pacific Center for Financial Services 109,461$25,767,0009.21%
Greytown Advisors Inc. 79,587$18,731,0009.05%
View complete list of VANGUARD WORLD FD shareholders