Avidian Wealth Solutions, 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
Avidian Wealth Solutions, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$7,777,513
+96.7%
34,277
+104.0%
0.55%
+111.6%
Q2 2023$3,954,420
+15.8%
16,804
+0.7%
0.26%
+38.5%
Q1 2023$3,414,042
+410.9%
16,694
+329.9%
0.19%
+325.0%
Q4 2022$668,205
-83.9%
3,883
-83.7%
0.04%
-85.3%
Q3 2022$4,140,000
-16.8%
23,754
-13.3%
0.30%
-15.1%
Q2 2022$4,976,000
-14.6%
27,388
+10.7%
0.35%
-1.4%
Q1 2022$5,826,000
+410.2%
24,750
+465.2%
0.36%
+402.8%
Q4 2021$1,142,000
+15.2%
4,379
+3.8%
0.07%
-5.3%
Q3 2021$991,000
+4.0%
4,220
+2.5%
0.08%
+2.7%
Q2 2021$953,000
+13.6%
4,119
+1.7%
0.07%
+2.8%
Q1 2021$839,000
+1.1%
4,050
-0.5%
0.07%
-10.1%
Q4 2020$830,000
+68.4%
4,071
+53.0%
0.08%
+107.9%
Q3 2020$493,0002,6610.04%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
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