CAPTRUST FINANCIAL ADVISORS - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 524 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.8%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$58,521,229
+8.2%
186,249
-1.3%
0.19%
-5.5%
Q1 2024$54,098,874
+2.1%
188,754
-7.5%
0.20%
+9.3%
Q4 2023$52,976,854
+142.2%
204,142
+111.8%
0.18%
+116.7%
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 2022
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 119,456$21,704,00023.25%
Tower Wealth Partners, Inc. 56,363$10,241,00013.61%
Zeit Capital LLC 76,404$13,883,00013.34%
Bernardo Wealth Planning LLC 120,738$21,937,00012.53%
Greytown Advisors Inc. 96,310$17,498,0009.92%
Blackston Financial Advisory Group, LLC 78,261$14,995,0009.80%
FC Advisory LLC 111,649$20,285,0009.71%
ANGELES WEALTH MANAGEMENT, LLC 263,936$47,954,0009.58%
BHK Investment Advisors, LLC 114,827$20,863,0009.38%
Black Diamond Financial, LLC 117,956$21,525,0008.48%
View complete list of VANGUARD WORLD FD shareholders