Sigma Planning Corp - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 356 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is 2.92 and the average weighting 1.0%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,471,008
-14.2%
6,483
-11.0%
0.06%
-11.3%
Q2 2023$1,714,687
-6.5%
7,286
-18.8%
0.06%
+1.6%
Q1 2023$1,834,242
+17.2%
8,968
-1.4%
0.06%
+8.9%
Q4 2022$1,564,473
-5.1%
9,092
-3.9%
0.06%
-11.1%
Q3 2022$1,649,000
+6.3%
9,458
+10.8%
0.06%
+16.7%
Q2 2022$1,551,000
+4.6%
8,533
+35.4%
0.05%
+22.7%
Q1 2022$1,483,000
-64.6%
6,301
-60.8%
0.04%
-62.4%
Q4 2021$4,191,000
+116.4%
16,073
+94.8%
0.12%
+101.7%
Q3 2021$1,937,000
+70.7%
8,249
+68.2%
0.06%
+70.6%
Q2 2021$1,135,000
+36.7%
4,904
+22.3%
0.03%
+25.9%
Q1 2021$830,000
+10.2%
4,010
+8.5%
0.03%
+3.8%
Q4 2020$753,000
+11.1%
3,697
+1.1%
0.03%
-3.7%
Q3 2020$678,000
+8.5%
3,655
-4.3%
0.03%0.0%
Q2 2020$625,000
+95.3%
3,820
+51.8%
0.03%
+42.1%
Q1 2020$320,000
-86.7%
2,517
-84.8%
0.02%
-81.2%
Q4 2019$2,404,000
+817.6%
16,506
+734.5%
0.10%
+676.9%
Q3 2019$262,000
+21.3%
1,978
+18.4%
0.01%
+18.2%
Q2 2019$216,000
+6.9%
1,671
+2.8%
0.01%0.0%
Q1 2019$202,000
-23.2%
1,626
-20.7%
0.01%
-26.7%
Q3 2018$263,0002,0510.02%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2020
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