CAPTRUST FINANCIAL ADVISORS - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$21,871,517
-12.4%
96,393
-9.1%
0.08%
-14.3%
Q2 2023$24,964,672
+4.2%
106,088
-9.4%
0.10%
-6.7%
Q1 2023$23,947,589
+1.7%
117,097
-14.4%
0.10%
-11.0%
Q4 2022$23,544,099
-89.5%
136,829
-89.3%
0.12%
-90.9%
Q3 2022$223,721,000
+13.0%
1,283,615
+17.8%
1.30%
+2.0%
Q2 2022$198,050,000
+1.8%
1,090,045
+31.8%
1.28%
+1.3%
Q1 2022$194,639,000
-7.1%
826,844
+2.9%
1.26%
-12.3%
Q4 2021$209,569,000
+1995.1%
803,679
+1788.4%
1.44%
+1631.3%
Q3 2021$10,003,000
+242.5%
42,558
+237.1%
0.08%
+207.4%
Q2 2021$2,921,000
+12.7%
12,625
+0.9%
0.03%
-3.6%
Q1 2021$2,591,000
+1215.2%
12,515
+1195.5%
0.03%
+833.3%
Q4 2020$197,000
+33.1%
966
+22.6%
0.00%
+50.0%
Q3 2020$148,000
-8.1%
788
-19.2%
0.00%
-33.3%
Q2 2020$161,000
+14.2%
975
-16.3%
0.00%0.0%
Q1 2020$141,000
+24.8%
1,165
+37.1%
0.00%
-25.0%
Q3 2019$113,000
+2.7%
8500.0%0.00%0.0%
Q2 2019$110,000
+3.8%
8500.0%0.00%0.0%
Q1 2019$106,000
+863.6%
850
+750.0%
0.00%
+300.0%
Q4 2018$11,000
-15.4%
1000.0%0.00%0.0%
Q3 2018$13,000
+8.3%
1000.0%0.00%0.0%
Q2 2018$12,000
+9.1%
1000.0%0.00%0.0%
Q1 2018$11,0000.0%1000.0%0.00%0.0%
Q4 2017$11,000
-50.0%
100
-50.0%
0.00%0.0%
Q3 2017$22,0002000.00%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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