OARSMAN CAPITAL, INC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.

Quarter-by-quarter ownership
OARSMAN CAPITAL, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$382,327
-4.5%
1,685
-1.0%
0.16%
-8.6%
Q2 2023$400,515
+15.1%
1,7020.0%0.18%
+7.4%
Q1 2023$348,076
+18.9%
1,7020.0%0.16%
+8.7%
Q4 2022$292,863
-12.6%
1,702
-11.5%
0.15%
-16.7%
Q3 2022$335,000
-4.3%
1,9240.0%0.18%
+3.4%
Q2 2022$350,000
-23.9%
1,924
-1.4%
0.17%
-3.3%
Q1 2022$460,000
-9.6%
1,9520.0%0.18%
-10.4%
Q4 2021$509,000
+11.1%
1,9520.0%0.20%
+8.6%
Q3 2021$458,000
+1.3%
1,9520.0%0.18%
+2.8%
Q2 2021$452,000
+1.6%
1,952
-9.1%
0.18%
-6.7%
Q1 2021$445,000
-41.5%
2,147
-42.5%
0.19%
-34.8%
Q4 2020$761,000
+5.3%
3,734
-4.2%
0.30%
-9.2%
Q3 2020$723,000
+6.0%
3,899
-6.5%
0.33%
-3.3%
Q2 2020$682,000
+24.2%
4,168
-3.5%
0.34%
-33.5%
Q1 2020$549,000
-20.0%
4,319
-8.3%
0.51%
+61.5%
Q4 2019$686,000
+22.5%
4,712
+11.6%
0.31%
+17.6%
Q3 2019$560,000
-1.6%
4,223
-3.9%
0.27%
+3.5%
Q2 2019$569,000
+2.0%
4,393
-2.1%
0.26%
-2.6%
Q1 2019$558,000
+13.0%
4,489
-2.8%
0.26%
+4.7%
Q4 2018$494,000
-22.3%
4,617
-7.0%
0.25%
-1.2%
Q3 2018$636,000
+7.6%
4,9640.0%0.26%
-4.8%
Q2 2018$591,000
-2.5%
4,964
-8.0%
0.27%
-2.5%
Q1 2018$606,000
-1.9%
5,398
-2.7%
0.28%
+3.8%
Q4 2017$618,000
-84.2%
5,548
-85.2%
0.27%
-83.9%
Q3 2017$3,919,000
+3.8%
37,427
-0.8%
1.66%
-4.0%
Q2 2017$3,776,000
+6.7%
37,736
+2.1%
1.73%
+4.8%
Q1 2017$3,539,000
+62.3%
36,974
+47.7%
1.65%
+17.3%
Q4 2016$2,181,000
-28.8%
25,032
-28.6%
1.40%
-10.2%
Q3 2016$3,065,000
+5.3%
35,036
+0.5%
1.56%
+3.4%
Q2 2016$2,910,000
+3.5%
34,871
+3.1%
1.51%
+1.1%
Q1 2016$2,812,000
+0.6%
33,829
+0.5%
1.50%
-4.3%
Q4 2015$2,794,000
+3.3%
33,648
-3.3%
1.56%
-2.2%
Q3 2015$2,706,000
-2.7%
34,797
+3.8%
1.60%
-15.7%
Q2 2015$2,781,000
+4.3%
33,521
+4.8%
1.90%
+3.0%
Q1 2015$2,666,000
+9.4%
31,985
+6.6%
1.84%
+4.8%
Q4 2014$2,438,000
+2.5%
30,000
-1.9%
1.76%
+0.2%
Q3 2014$2,379,000
+2.0%
30,587
+0.6%
1.75%
+3.6%
Q2 2014$2,333,000
+9.2%
30,390
+2.9%
1.69%
+2.6%
Q1 2014$2,137,000
+1.0%
29,523
+1.1%
1.65%
-2.9%
Q4 2013$2,116,000
+18.1%
29,189
+6.7%
1.70%
+8.6%
Q3 2013$1,792,000
+16.1%
27,364
+7.1%
1.56%
+7.1%
Q2 2013$1,544,00025,5611.46%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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