Litman Gregory Wealth Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 230 filers reported holding VANGUARD WORLD FD in Q3 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.6%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$5,099,629
+3.3%
16,230
-5.8%
0.45%
+0.9%
Q1 2024$4,938,291
+10.4%
17,2300.0%0.45%
+5.7%
Q4 2023$4,471,358
+14.4%
17,2300.0%0.42%
+5.2%
Q3 2023$3,909,487
-3.6%
17,2300.0%0.40%
-20.4%
Q2 2023$4,054,564
+15.4%
17,230
-15.6%
0.51%
+3.1%
Q4 2022$3,514,358
-2.6%
20,424
-1.3%
0.49%
-14.9%
Q3 2022$3,607,000
-4.1%
20,6980.0%0.58%
+4.3%
Q2 2022$3,761,000
-22.8%
20,6980.0%0.55%
-22.4%
Q1 2022$4,872,000
-9.7%
20,6980.0%0.71%
-22.2%
Q4 2021$5,397,000
+11.0%
20,6980.0%0.92%
+0.2%
Q3 2021$4,860,000
+1.5%
20,698
+332.2%
0.92%
+2.3%
Q2 2021$4,789,000
+8.6%
4,789
-77.5%
0.89%
+3.5%
Q1 2021$4,411,000
+0.0%
21,304
-1.6%
0.86%
+6.7%
Q4 2020$4,410,000
+9.9%
21,6420.0%0.81%
-2.3%
Q3 2020$4,012,000
+10.4%
21,642
-2.7%
0.83%
+3.4%
Q2 2020$3,635,000
+26.6%
22,233
-1.6%
0.80%
+11.1%
Q1 2020$2,872,000
-15.4%
22,600
-3.0%
0.72%
-4.4%
Q4 2019$3,393,000
+9.8%
23,2970.0%0.76%
-0.1%
Q3 2019$3,091,000
-3.2%
23,297
-5.5%
0.76%
-10.3%
Q2 2019$3,193,000
+4.1%
24,6620.0%0.84%
+1.0%
Q1 2019$3,067,000
+15.6%
24,662
-0.5%
0.84%
+2.5%
Q4 2018$2,653,000
-28.4%
24,795
-14.2%
0.82%
-34.7%
Q3 2018$3,705,000
+3.9%
28,906
-3.6%
1.25%
-11.1%
Q2 2018$3,566,000
-0.9%
29,971
-6.5%
1.40%
-4.2%
Q1 2018$3,600,000
+24.4%
32,071
+23.3%
1.47%
+68.4%
Q4 2017$2,895,000
+220.6%
26,006
+201.5%
0.87%
+97.5%
Q3 2017$903,000
+393.4%
8,626
+372.4%
0.44%
+324.0%
Q2 2017$183,000
+4.6%
1,8260.0%0.10%
-3.7%
Q1 2017$175,0001,8260.11%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2019
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