Aveo Capital Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 321 filers reported holding VANGUARD WORLD FD in Q2 2020. The put-call ratio across all filers is 0.74 and the average weighting 1.0%.

Quarter-by-quarter ownership
Aveo Capital Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$886,498
-3.3%
3,907
+0.3%
0.12%
+0.9%
Q2 2023$916,336
+10.9%
3,894
-3.6%
0.12%
+5.5%
Q1 2023$826,016
+14.5%
4,039
-3.6%
0.11%
+1.9%
Q4 2022$721,145
-1.5%
4,191
-0.3%
0.11%
-14.3%
Q3 2022$732,000
-2.8%
4,202
+1.4%
0.13%
+2.4%
Q2 2022$753,000
-21.6%
4,146
+1.6%
0.12%
-27.2%
Q1 2022$961,000
-14.1%
4,081
-4.9%
0.17%
-15.9%
Q4 2021$1,119,000
+7.8%
4,291
-2.9%
0.20%
-6.9%
Q3 2021$1,038,000
-9.3%
4,419
-10.6%
0.22%
-14.6%
Q2 2021$1,144,000
+11.7%
4,943
-0.0%
0.25%
-1.9%
Q1 2021$1,024,000
+2.8%
4,945
-8.0%
0.26%
-28.1%
Q3 2020$996,000
+84.4%
5,373
+26.3%
0.36%
+36.5%
Q1 2020$540,000
+36.4%
4,253
+56.5%
0.26%
+67.5%
Q4 2019$396,000
+19.6%
2,718
+12.5%
0.16%
+14.6%
Q3 2019$331,000
-9.6%
2,416
-10.9%
0.14%
-13.8%
Q2 2019$366,000
+10.9%
2,713
+2.1%
0.16%
+4.6%
Q1 2019$330,000
+23.6%
2,656
+6.3%
0.15%
+14.3%
Q4 2018$267,000
+1.5%
2,498
+13.9%
0.13%
+13.7%
Q3 2018$263,000
+9.1%
2,194
+8.1%
0.12%
+10.4%
Q2 2018$241,000
+4.8%
2,029
-0.8%
0.11%
+10.4%
Q1 2018$230,000
-0.4%
2,045
-1.6%
0.10%
+24.7%
Q4 2017$231,0002,0790.08%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2020
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders