Horizon Investment Services, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.8%.

Quarter-by-quarter ownership
Horizon Investment Services, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,643,144
+3.6%
11,648
+7.5%
1.59%
+2.0%
Q2 2023$2,550,138
+16.0%
10,836
+0.8%
1.56%
+10.4%
Q1 2023$2,198,454
+20.7%
10,749
+1.6%
1.41%
+6.7%
Q4 2022$1,820,984
-6.5%
10,582
-5.2%
1.32%
-6.2%
Q3 2022$1,947,000
+6.4%
11,168
+10.9%
1.41%
+16.4%
Q2 2022$1,830,000
-24.0%
10,071
-1.5%
1.21%
-4.0%
Q1 2022$2,407,000
-22.3%
10,225
-13.9%
1.26%
-11.1%
Q4 2021$3,098,000
+16.2%
11,879
+4.6%
1.42%
+8.0%
Q3 2021$2,667,000
+4.9%
11,357
+3.3%
1.31%
+5.2%
Q2 2021$2,543,000
+35.8%
10,989
+21.5%
1.25%
+24.1%
Q1 2021$1,872,000
+5.9%
9,042
+4.2%
1.01%
-6.7%
Q4 2020$1,767,000
-7.5%
8,674
-15.8%
1.08%
-15.1%
Q3 2020$1,910,000
+13.4%
10,300
-0.0%
1.27%
+8.4%
Q2 2020$1,684,000
+87.7%
10,301
+45.9%
1.17%
+47.1%
Q1 2020$897,000
+5.2%
7,061
+20.6%
0.80%
+41.6%
Q4 2019$853,000
+9.4%
5,854
-0.4%
0.56%
+8.5%
Q3 2019$780,000
+0.5%
5,876
-2.0%
0.52%
-1.5%
Q2 2019$776,000
+5.4%
5,996
+1.3%
0.53%
+5.0%
Q1 2019$736,000
+18.7%
5,918
+2.1%
0.50%
+2.9%
Q4 2018$620,000
-17.1%
5,798
-0.6%
0.49%
+24.8%
Q3 2018$748,000
+7.9%
5,835
+0.1%
0.39%
+13.7%
Q2 2018$693,000
+0.3%
5,827
-5.4%
0.34%
+10.3%
Q1 2018$691,000
+0.9%
6,159
+0.0%
0.31%
+10.2%
Q4 2017$685,000
+8.0%
6,156
+1.7%
0.28%
+5.2%
Q3 2017$634,000
+20.3%
6,053
+14.9%
0.27%
+14.0%
Q2 2017$527,000
+11.9%
5,266
+7.0%
0.24%
+12.4%
Q1 2017$471,000
+69.4%
4,923
+54.4%
0.21%
+59.1%
Q4 2016$278,000
-13.7%
3,188
-13.3%
0.13%
-19.0%
Q3 2016$322,000
-26.3%
3,677
-29.8%
0.16%
-26.2%
Q2 2016$437,000
-43.0%
5,237
-43.2%
0.22%
-36.9%
Q1 2016$766,000
-14.4%
9,217
-14.4%
0.35%
-8.6%
Q4 2015$895,000
-8.4%
10,773
-14.3%
0.38%
-18.5%
Q3 2015$977,000
+2.1%
12,570
+8.9%
0.47%
+22.4%
Q2 2015$957,000
+4.6%
11,541
+5.1%
0.38%
+1.3%
Q1 2015$915,000
+49.8%
10,981
+46.0%
0.38%
+31.1%
Q4 2014$611,000
+35.2%
7,522
+29.4%
0.29%
+26.2%
Q3 2014$452,000
+5.9%
5,812
+4.4%
0.23%
+10.6%
Q2 2014$427,000
+12.7%
5,566
+7.0%
0.21%0.0%
Q1 2014$379,0005,2000.21%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
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