PATHSTONE FAMILY OFFICE, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 489 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.

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 Q2 2022
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders