CAPTRUST FINANCIAL ADVISORS - 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
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 Q1 2021
NameSharesValueWeighting ↓
Cassaday & Co Inc. 2,014,389$417,120,00053.05%
Zeit Capital LLC 78,878$16,333,00014.92%
Bernardo Wealth Planning LLC 103,037$21,335,00013.57%
FundX Investment Group, LLC 106,272$22,006,00012.42%
FC Advisory LLC 110,160$22,811,00011.10%
Pacific Center for Financial Services 109,749$22,726,00010.87%
Black Diamond Financial, LLC 116,654$24,156,00010.25%
BHK Investment Advisors, LLC 103,634$21,115,0009.81%
Stuart Chaussee & Associates, Inc. 113,894$23,584,0009.08%
Darwin Wealth Management, LLC 244,622$50,654,0008.84%
View complete list of VANGUARD WORLD FD shareholders