CWM, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 487 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.61 and the average weighting 0.7%.

Quarter-by-quarter ownership
CWM, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$1,195
+28.5%
3,803
+17.2%
0.01%
+20.0%
Q1 2024$930
+14.0%
3,244
+3.2%
0.01%
+25.0%
Q4 2023$816
+55.4%
3,143
+35.9%
0.00%
+33.3%
Q3 2023$525
+37.4%
2,312
+42.5%
0.00%
+50.0%
Q2 2023$382
+8.2%
1,622
-6.0%
0.00%0.0%
Q1 2023$353
-5.6%
1,726
-20.7%
0.00%
-33.3%
Q4 2022$374
-99.9%
2,176
-24.8%
0.00%
-25.0%
Q3 2022$504,000
+36.6%
2,892
+42.5%
0.00%
+33.3%
Q2 2022$369,000
-25.5%
2,029
-3.4%
0.00%
-25.0%
Q1 2022$495,000
-9.7%
2,1010.0%0.00%0.0%
Q4 2021$548,000
+7.7%
2,101
-4.6%
0.00%0.0%
Q2 2021$509,0000.0%2,2020.0%0.00%0.0%
Q1 2021$509,0000.0%2,2020.0%0.00%0.0%
Q4 2020$509,0000.0%2,2020.0%0.00%0.0%
Q3 2020$509,0000.0%2,2020.0%0.00%0.0%
Q2 2020$509,0000.0%2,2020.0%0.00%0.0%
Q1 2020$509,0000.0%2,2020.0%0.00%0.0%
Q4 2019$509,0000.0%2,2020.0%0.00%0.0%
Q3 2019$509,0000.0%2,2020.0%0.00%0.0%
Q2 2019$509,0000.0%2,2020.0%0.00%0.0%
Q1 2019$509,000
-5.9%
2,202
-56.4%
0.00%
-71.4%
Q4 2018$541,000
+70.1%
5,053
+103.9%
0.01%
+75.0%
Q3 2018$318,000
+98.8%
2,478
+84.6%
0.01%
+60.0%
Q2 2018$160,000
+6.0%
1,3420.0%0.01%
-16.7%
Q1 2018$151,000
+1.3%
1,3420.0%0.01%
-14.3%
Q4 2017$149,000
+5.7%
1,3420.0%0.01%0.0%
Q3 2017$141,000
-8.4%
1,342
-13.0%
0.01%
-12.5%
Q2 2017$154,000
+4.1%
1,5420.0%0.01%0.0%
Q1 2017$148,000
+10.4%
1,5420.0%0.01%0.0%
Q4 2016$134,000
-0.7%
1,5420.0%0.01%
-11.1%
Q3 2016$135,000
+4.7%
1,5420.0%0.01%0.0%
Q2 2016$129,000
+0.8%
1,5420.0%0.01%
-18.2%
Q1 2016$128,0001,5420.01%
Other shareholders
VANGUARD WORLD FD shareholders Q3 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