Capital Investment Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 429 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.8%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2023$448,693
+15.7%
1,729
+1.2%
0.01%0.0%
Q3 2023$387,772
-3.0%
1,709
+0.6%
0.01%
-8.3%
Q2 2023$399,809
+10.3%
1,699
-4.2%
0.01%
+9.1%
Q1 2023$362,596
+118783.9%
1,7730.0%0.01%
+22.2%
Q4 2022$305
-99.9%
1,7730.0%0.01%
-18.2%
Q3 2022$309,000
-4.0%
1,7730.0%0.01%0.0%
Q2 2022$322,000
+19.7%
1,773
+55.0%
0.01%
+37.5%
Q1 2022$269,000
-9.7%
1,1440.0%0.01%
-11.1%
Q4 2021$298,000
+1.4%
1,144
-8.6%
0.01%
-10.0%
Q3 2021$294,000
+3.2%
1,251
+1.7%
0.01%0.0%
Q2 2021$285,000
+10.5%
1,230
-1.4%
0.01%0.0%
Q1 2021$258,000
+2.0%
1,247
+0.6%
0.01%
-9.1%
Q4 2020$253,000
+10.0%
1,2400.0%0.01%0.0%
Q3 2020$230,000
+13.3%
1,2400.0%0.01%0.0%
Q2 2020$203,0001,2400.01%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
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