Regal Investment Advisors LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 356 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is 2.92 and the average weighting 1.0%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$250,270
-3.5%
1,103
+0.1%
0.02%
-4.5%
Q2 2023$259,216
+15.2%
1,102
+0.2%
0.02%
+10.0%
Q1 2023$225,023
-12.4%
1,100
+0.6%
0.02%
-16.7%
Q1 2022$257,000
-7.9%
1,093
+2.2%
0.02%
-4.0%
Q4 2021$279,000
-5.1%
1,069
-14.6%
0.02%
-13.8%
Q3 2021$294,000
-17.2%
1,252
-18.3%
0.03%
-19.4%
Q2 2021$355,000
+23.3%
1,532
+8.3%
0.04%
+9.1%
Q4 2020$288,000
+40.5%
1,414
+12.9%
0.03%
-13.2%
Q2 2020$205,0001,2520.04%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2020
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