Institute for Wealth Management, LLC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$425,948
+2.7%
1,877
+6.5%
0.08%
+10.0%
Q2 2023$414,898
+84.9%
1,763
+60.7%
0.07%
+62.8%
Q1 2023$224,359
+8.9%
1,097
-3.2%
0.04%
+7.5%
Q2 2022$206,000
-64.3%
1,133
-53.8%
0.04%
-57.0%
Q1 2022$577,000
-8.0%
2,450
+1.9%
0.09%
-8.8%
Q4 2021$627,000
+40.9%
2,404
+26.9%
0.10%
+30.8%
Q3 2021$445,000
-33.6%
1,894
-34.6%
0.08%
-33.9%
Q2 2021$670,000
+11.9%
2,895
+0.1%
0.12%
+3.5%
Q1 2021$599,000
+1.7%
2,893
+0.1%
0.11%
-2.6%
Q4 2020$589,000
+8.3%
2,891
-1.6%
0.12%
-5.6%
Q3 2020$544,000
+16.2%
2,937
+2.5%
0.12%
+7.8%
Q2 2020$468,000
+77.3%
2,864
+37.6%
0.12%
+42.0%
Q1 2020$264,000
-12.9%
2,081
+0.1%
0.08%
+19.1%
Q4 2019$303,000
+10.2%
2,078
+0.2%
0.07%
-1.4%
Q3 2019$275,000
-14.1%
2,073
-16.0%
0.07%
-2.8%
Q2 2019$320,000
+4.2%
2,4690.0%0.07%
+6.0%
Q1 2019$307,0002,4690.07%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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