Birch Hill Investment Advisors LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 483 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.

Quarter-by-quarter ownership
Birch Hill Investment Advisors LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$261,162
-3.6%
1,1510.0%0.02%0.0%
Q2 2023$270,853
+15.1%
1,1510.0%0.02%
+6.7%
Q1 2023$235,391
+17.1%
1,1510.0%0.02%
+7.1%
Q3 2022$201,000
-3.8%
1,1510.0%0.01%
+7.7%
Q2 2022$209,000
-22.9%
1,1510.0%0.01%
-7.1%
Q1 2022$271,000
-9.7%
1,1510.0%0.01%
-6.7%
Q4 2021$300,000
+11.1%
1,1510.0%0.02%0.0%
Q3 2021$270,000
+1.5%
1,1510.0%0.02%
+7.1%
Q2 2021$266,000
+11.8%
1,1510.0%0.01%0.0%
Q1 2021$238,000
+1.3%
1,1510.0%0.01%0.0%
Q4 2020$235,000
+10.3%
1,1510.0%0.01%0.0%
Q3 2020$213,0001,1510.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
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