B. Riley Wealth 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
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,123,074
-3.9%
9,357
-0.3%
0.06%
+14.0%
Q2 2023$2,209,345
+8.9%
9,389
-5.4%
0.05%
-7.4%
Q1 2023$2,028,763
+13.4%
9,920
-4.6%
0.05%
+8.0%
Q4 2022$1,789,221
-4.1%
10,398
-2.8%
0.05%
-10.7%
Q3 2022$1,866,000
-1.1%
10,701
+3.1%
0.06%
-29.1%
Q2 2022$1,886,000
-20.2%
10,377
+3.4%
0.08%
+2.6%
Q1 2022$2,363,000
-2.1%
10,038
+8.4%
0.08%
+10.0%
Q4 2021$2,414,000
+15.3%
9,258
+3.8%
0.07%
+4.5%
Q3 2021$2,094,000
+2.8%
8,915
+1.3%
0.07%
+1.5%
Q2 2021$2,037,000
+26.3%
8,801
+13.0%
0.07%
+15.8%
Q1 2021$1,613,000
+11.3%
7,786
+9.5%
0.06%
-26.9%
Q4 2020$1,449,000
+5.5%
7,109
-5.3%
0.08%
+6.8%
Q3 2020$1,373,000
+37.7%
7,506
+23.1%
0.07%
+9.0%
Q2 2020$997,000
+39.2%
6,096
+8.3%
0.07%
+9.8%
Q1 2020$716,000
-11.5%
5,631
+1.5%
0.06%
-11.6%
Q4 2019$809,000
+10.8%
5,550
+0.9%
0.07%
-4.2%
Q3 2019$730,000
+4.1%
5,498
+1.6%
0.07%
-6.5%
Q2 2019$701,000
+6.9%
5,411
+2.6%
0.08%
-6.1%
Q1 2019$656,000
+32.0%
5,274
+13.7%
0.08%
+15.5%
Q4 2018$497,000
-8.0%
4,637
+10.1%
0.07%
+10.9%
Q3 2018$540,000
+30.8%
4,210
+21.5%
0.06%
+16.4%
Q2 2018$413,000
+4.3%
3,466
-1.6%
0.06%0.0%
Q1 2018$396,000
+11.5%
3,523
+10.6%
0.06%
+14.6%
Q4 2017$355,000
-34.4%
3,184
-39.4%
0.05%
-46.7%
Q3 2017$541,000
+143.7%
5,256
+137.0%
0.09%
+125.0%
Q2 2017$222,000
+36.2%
2,218
+10.9%
0.04%
+1233.3%
Q4 2014$163,000
-99.9%
2,0000.0%0.00%
-91.7%
Q2 2014$153,560,0002,0000.04%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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