Alpha Cubed Investments, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
Alpha Cubed Investments, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,617,518
+0.4%
11,536
+4.2%
0.18%0.0%
Q2 2023$2,605,934
+0.9%
11,074
-12.3%
0.18%
-5.9%
Q1 2023$2,582,961
+39.5%
12,630
+17.3%
0.19%
+33.6%
Q4 2022$1,852,161
-34.0%
10,764
-33.2%
0.14%
-36.1%
Q3 2022$2,807,000
-13.5%
16,104
-9.9%
0.22%
-7.2%
Q2 2022$3,246,000
-5.1%
17,864
+22.9%
0.24%
+7.8%
Q1 2022$3,421,000
-11.3%
14,534
-1.7%
0.22%
-13.1%
Q4 2021$3,855,000
-7.1%
14,782
-16.4%
0.25%
-19.2%
Q3 2021$4,151,000
+38.3%
17,680
+36.3%
0.31%
+43.8%
Q2 2021$3,001,000
+8.9%
12,968
-2.6%
0.22%
+1.4%
Q1 2021$2,756,000
-2.5%
13,310
-4.0%
0.21%
-11.2%
Q4 2020$2,826,000
+23.2%
13,871
+12.2%
0.24%
+10.0%
Q3 2020$2,293,000
-1.0%
12,367
-12.7%
0.22%
-13.8%
Q2 2020$2,317,000
-15.0%
14,169
-34.0%
0.25%
-22.6%
Q1 2020$2,727,000
+11.6%
21,461
+27.9%
0.33%
+30.7%
Q4 2019$2,443,000
+6.6%
16,774
-2.9%
0.25%
-6.0%
Q3 2019$2,291,000
+5.2%
17,267
+2.7%
0.27%
+6.0%
Q2 2019$2,177,000
-20.5%
16,817
-23.6%
0.25%
-24.1%
Q1 2019$2,739,000
-2.2%
22,024
-15.9%
0.33%
-21.0%
Q4 2018$2,802,000
+4.7%
26,189
+17.2%
0.42%
+34.6%
Q3 2018$2,677,000
-1.7%
22,351
-2.4%
0.31%
-11.1%
Q2 2018$2,724,000
+3.8%
22,894
-2.1%
0.35%
+2.3%
Q1 2018$2,624,000
+0.1%
23,376
-0.7%
0.34%
+0.3%
Q4 2017$2,621,000
+21.7%
23,546
+14.5%
0.34%
+5.6%
Q3 2017$2,154,000
+526.2%
20,571
+396.0%
0.32%
+260.0%
Q4 2015$344,000
-2.8%
4,1470.0%0.09%
-3.2%
Q3 2015$354,0004,1470.09%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 116,914$27,522,00024.76%
Zeit Capital LLC 75,802$17,844,00014.93%
Bernardo Wealth Planning LLC 117,989$27,774,00013.79%
FC Advisory LLC 111,874$26,335,00011.41%
ANGELES WEALTH MANAGEMENT, LLC 244,778$57,621,00010.90%
Blackston Financial Advisory Group, LLC 69,828$16,396,00010.69%
BHK Investment Advisors, LLC 103,702$24,411,00010.21%
Financial Sense Advisors, Inc. 109,461$25,767,0009.65%
Pacific Center for Financial Services 109,461$25,767,0009.21%
Greytown Advisors Inc. 79,587$18,731,0009.05%
View complete list of VANGUARD WORLD FD shareholders