Fernwood Investment Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
Fernwood Investment Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$7,504,915
-2.0%
33,076
+1.7%
2.70%
-0.6%
Q2 2023$7,656,542
+15.5%
32,537
+0.4%
2.72%
+6.7%
Q1 2023$6,627,066
+17.5%
32,405
-1.2%
2.54%
+9.0%
Q4 2022$5,641,221
-2.5%
32,784
-1.3%
2.33%
-4.4%
Q3 2022$5,787,000
-3.8%
33,206
+0.3%
2.44%
-5.9%
Q2 2022$6,018,000
-22.6%
33,123
+0.2%
2.59%
-5.0%
Q1 2022$7,779,000
-9.4%
33,048
+0.3%
2.73%
-2.8%
Q4 2021$8,588,000
+11.6%
32,933
+0.5%
2.81%
+6.2%
Q3 2021$7,695,000
+1.4%
32,771
-0.1%
2.64%
+5.3%
Q2 2021$7,592,000
+12.2%
32,814
+0.4%
2.51%
+0.9%
Q1 2021$6,768,000
+1.3%
32,686
-0.4%
2.49%
-5.5%
Q4 2020$6,683,000
+15.7%
32,801
+5.3%
2.63%
-3.5%
Q3 2020$5,776,000
+13.6%
31,156
+0.2%
2.73%
+8.6%
Q2 2020$5,084,000
+53.8%
31,096
+19.6%
2.51%
+19.1%
Q1 2020$3,305,000
-4.3%
26,008
+9.7%
2.11%
+27.8%
Q4 2019$3,452,000
+11.4%
23,701
+1.4%
1.65%
+7.4%
Q3 2019$3,100,000
+11.1%
23,371
+8.5%
1.54%
+0.7%
Q2 2019$2,790,000
+16.9%
21,550
+12.3%
1.53%
+20.0%
Q1 2019$2,386,000
+23.9%
19,188
+6.6%
1.27%
+2.6%
Q4 2018$1,926,000
-13.5%
17,998
+3.6%
1.24%
+5.5%
Q3 2018$2,226,000
+12.5%
17,367
+4.5%
1.18%
+10.1%
Q2 2018$1,978,000
+3.5%
16,627
-2.3%
1.07%
+0.2%
Q1 2018$1,911,000
-8.3%
17,022
-9.1%
1.07%
-4.4%
Q4 2017$2,084,000
+7.0%
18,720
+0.7%
1.12%
-8.5%
Q3 2017$1,947,000
+19.0%
18,591
+13.7%
1.22%
+2.7%
Q2 2017$1,636,000
+168.6%
16,348
+157.0%
1.19%
+144.7%
Q1 2017$609,000
+8.4%
6,362
-1.5%
0.48%
-10.0%
Q4 2016$562,000
+59.2%
6,457
+60.0%
0.54%
+66.9%
Q3 2016$353,0004,0360.32%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,626,424$623,998,72328.82%
Erickson Financial Group, LLC 93,707$16,124,16317.45%
Zeit Capital LLC 65,272$11,231,40310.91%
Greytown Advisors Inc. 106,758$18,369,9269.98%
Bernardo Wealth Planning LLC 123,532$21,256,1829.94%
BHK Investment Advisors, LLC 98,536$16,955,0869.54%
FC Advisory LLC 114,446$19,692,6789.31%
Blackston Financial Advisory Group, LLC 72,847$12,5359.10%
ANGELES WEALTH MANAGEMENT, LLC 280,422$48,252,1498.44%
Tower Wealth Partners, Inc. 54,227$9,330,8408.13%
View complete list of VANGUARD WORLD FD shareholders