Roundview Capital LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 446 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.

Quarter-by-quarter ownership
Roundview Capital LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$344,208
-3.6%
1,517
-0.1%
0.04%0.0%
Q2 2023$357,169
+15.1%
1,518
+0.1%
0.04%
+9.4%
Q1 2023$310,298
+18.9%
1,5170.0%0.03%
+6.7%
Q4 2022$260,965
-19.7%
1,517
-18.5%
0.03%
-26.8%
Q3 2022$325,000
-3.8%
1,8620.0%0.04%
+2.5%
Q2 2022$338,000
-22.8%
1,862
+0.1%
0.04%
-11.1%
Q1 2022$438,000
-9.7%
1,861
+0.1%
0.04%
-6.2%
Q4 2021$485,000
+11.2%
1,860
+0.1%
0.05%0.0%
Q3 2021$436,000
+75.8%
1,858
+73.6%
0.05%
+71.4%
Q2 2021$248,000
+12.2%
1,070
+0.1%
0.03%0.0%
Q1 2021$221,000
+1.4%
1,069
+0.1%
0.03%
-6.7%
Q4 2020$218,000
-14.5%
1,068
-22.5%
0.03%
-25.0%
Q3 2020$255,000
+6.7%
1,378
-5.6%
0.04%
-2.4%
Q2 2020$239,000
-68.1%
1,459
-75.3%
0.04%
-74.2%
Q1 2020$750,000
-16.5%
5,899
-4.3%
0.16%
-7.0%
Q4 2019$898,000
+0.9%
6,162
-8.2%
0.17%
-10.9%
Q3 2019$890,000
+2.8%
6,709
+0.3%
0.19%
-1.5%
Q2 2019$866,000
+4.1%
6,6870.0%0.20%
-1.5%
Q1 2019$832,000
+11.7%
6,687
-3.9%
0.20%
-5.3%
Q4 2018$745,000
-22.1%
6,961
-6.7%
0.21%
-11.4%
Q3 2018$956,000
+8.1%
7,461
+0.4%
0.24%
+1.7%
Q2 2018$884,000
+6.0%
7,4340.0%0.23%
-1.3%
Q1 2018$834,000
+1.3%
7,434
+0.6%
0.24%
+10.3%
Q4 2017$823,000
-43.0%
7,389
-47.5%
0.21%
+1.9%
Q3 2017$1,444,000
+115.5%
14,083
+110.4%
0.21%
+7.2%
Q2 2017$670,000
+4.5%
6,6940.0%0.20%
-2.0%
Q1 2017$641,000
+9.9%
6,6940.0%0.20%
+6.4%
Q4 2016$583,000
+67.5%
6,694
+68.4%
0.19%
+52.0%
Q3 2016$348,0003,9750.12%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,626,424$623,998,72328.82%
Erickson Financial Group, LLC 93,707$16,124,16317.45%
Zeit Capital LLC 65,272$11,231,40310.91%
Greytown Advisors Inc. 106,758$18,369,9269.98%
Bernardo Wealth Planning LLC 123,532$21,256,1829.94%
BHK Investment Advisors, LLC 98,536$16,955,0869.54%
FC Advisory LLC 114,446$19,692,6789.31%
Blackston Financial Advisory Group, LLC 72,847$12,5359.10%
ANGELES WEALTH MANAGEMENT, LLC 280,422$48,252,1498.44%
Tower Wealth Partners, Inc. 54,227$9,330,8408.13%
View complete list of VANGUARD WORLD FD shareholders