ACG Wealth - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 265 filers reported holding VANGUARD WORLD FD in Q4 2019. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
ACG Wealth ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2022$165,000
-22.9%
9100.0%0.03%
-15.0%
Q1 2022$214,000
-9.7%
9100.0%0.04%
+17.6%
Q4 2021$237,000
+10.7%
9100.0%0.03%
+21.4%
Q3 2021$214,000
+1.4%
9100.0%0.03%
+3.7%
Q2 2021$211,000
-11.0%
910
-51.3%
0.03%
-38.6%
Q1 2020$237,000
-55.9%
1,867
-49.4%
0.04%
-45.0%
Q4 2019$538,000
-7.9%
3,691
-16.1%
0.08%
-7.0%
Q3 2019$584,000
-2.5%
4,401
-4.9%
0.09%
+7.5%
Q2 2019$599,000
+4.2%
4,6270.0%0.08%
+3.9%
Q1 2019$575,000
+11.7%
4,627
-3.9%
0.08%
-2.5%
Q4 2018$515,0004,8130.08%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2019
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders