Jackson Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 159 filers reported holding VANGUARD WORLD FD in Q3 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.

Quarter-by-quarter ownership
Jackson Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$8,195,000
+94.0%
36,119
+101.2%
1.17%
+89.0%
Q2 2023$4,224,000
-44.9%
17,948
-52.3%
0.62%
-40.7%
Q4 2020$7,672,000
+6.9%
37,655
-2.8%
1.05%
-2.8%
Q3 2020$7,179,000
+5.7%
38,722
-6.8%
1.08%
-10.9%
Q2 2020$6,794,000
+9.6%
41,553
+1.0%
1.21%
-6.9%
Q1 2020$6,200,000
-40.2%
41,146
-39.3%
1.30%
-24.6%
Q4 2019$10,360,000
+18.0%
67,768
+1.7%
1.72%
-6.5%
Q3 2019$8,780,000
+60.1%
66,632
+55.7%
1.84%
+59.4%
Q3 2018$5,485,000
+13.6%
42,792
+11.2%
1.15%
+2.6%
Q2 2018$4,830,000
+7.3%
38,478
-4.2%
1.12%
-10.5%
Q1 2018$4,502,000
-15.9%
40,160
-13.3%
1.26%
-7.5%
Q4 2017$5,356,000
-4.8%
46,307
-12.6%
1.36%
-10.8%
Q3 2017$5,626,000
+13.2%
52,993
+9.7%
1.52%
-3.2%
Q2 2017$4,969,000
+86.2%
48,289
+73.0%
1.57%
+63.3%
Q1 2017$2,668,000
-67.5%
27,914
-71.8%
0.96%
-69.5%
Q1 2016$8,202,000
-23.0%
98,957
-26.6%
3.16%
-24.9%
Q4 2015$10,653,000
+190.1%
134,833
+185.6%
4.21%
+220.1%
Q3 2015$3,672,000
+401.0%
47,216
+436.6%
1.32%
+457.6%
Q1 2015$733,000
+8.6%
8,799
+5.9%
0.24%
+7.3%
Q4 2014$675,0008,3100.22%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2017
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders