Gradient Investments LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 535 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$132,990
+9.6%
4230.0%0.00%0.0%
Q1 2024$121,308
+2.3%
423
-7.4%
0.00%0.0%
Q4 2023$118,547
+5.3%
457
-7.9%
0.00%0.0%
Q3 2023$112,568
-13.1%
496
-10.0%
0.00%0.0%
Q2 2023$129,550
+5.0%
551
-8.6%
0.00%0.0%
Q1 2023$123,325
+51.1%
603
+27.2%
0.00%0.0%
Q4 2022$81,633
-8.3%
474
-7.1%
0.00%0.0%
Q3 2022$89,000
+154.3%
510
+167.0%
0.00%
+200.0%
Q2 2022$35,000
-12.5%
191
+11.7%
0.00%0.0%
Q1 2022$40,000
-11.1%
1710.0%0.00%0.0%
Q4 2021$45,000
+12.5%
1710.0%0.00%0.0%
Q3 2021$40,000
-64.6%
171
-65.1%
0.00%
-66.7%
Q2 2021$113,000
+222.9%
490
+186.5%
0.00%
+200.0%
Q1 2021$35,000
-18.6%
171
-26.6%
0.00%
-50.0%
Q4 2020$43,0000.0%2330.0%0.00%0.0%
Q3 2020$43,000
+95.5%
233
+70.1%
0.00%
+100.0%
Q2 2020$22,000
-50.0%
137
-60.3%
0.00%
-50.0%
Q1 2020$44,000
-52.7%
345
-46.2%
0.00%
-50.0%
Q4 2019$93,000
+93.8%
641
+76.6%
0.00%
+100.0%
Q3 2019$48,000
+11.6%
363
+8.7%
0.00%0.0%
Q2 2019$43,000
+258.3%
334
+234.0%
0.00%
+100.0%
Q1 2019$12,000
+9.1%
1000.0%0.00%0.0%
Q4 2018$11,000
-62.1%
100
-55.2%
0.00%0.0%
Q3 2018$29,000
+7.4%
2230.0%0.00%0.0%
Q2 2018$27,000
+42.1%
223
+28.9%
0.00%0.0%
Q1 2018$19,0000.0%1730.0%0.00%0.0%
Q4 2017$19,000
+850.0%
173
+765.0%
0.00%
Q2 2016$2,000200.00%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2023
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