PATHSTONE FAMILY OFFICE, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 406 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$646,236
-9.1%
2,848
-5.8%
0.01%
-54.5%
Q2 2023$711,186
+15.1%
3,0220.0%0.01%
+10.0%
Q1 2023$618,048
-41.0%
3,022
-50.0%
0.01%
+11.1%
Q4 2022$1,047,042
+82.2%
6,044
+91.0%
0.01%
-30.8%
Q2 2022$574,661
+2.4%
3,165
+32.6%
0.01%0.0%
Q1 2022$561,000
-9.8%
2,386
+0.0%
0.01%
-18.8%
Q4 2021$622,000
+11.3%
2,385
+0.2%
0.02%0.0%
Q3 2021$559,000
-9.1%
2,380
-10.5%
0.02%
-11.1%
Q2 2021$615,000
+109.2%
2,659
+87.1%
0.02%
+80.0%
Q1 2021$294,000
+525.5%
1,421
+520.5%
0.01%
+400.0%
Q4 2020$47,000
+11.9%
2290.0%0.00%
-60.0%
Q3 2020$42,000
+13.5%
2290.0%0.01%
+25.0%
Q2 2020$37,000
+27.6%
2290.0%0.00%0.0%
Q1 2020$29,0002290.00%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
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