TCI Wealth Advisors, Inc. - 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
TCI Wealth Advisors, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2023$53,991
+18.9%
2640.0%0.01%
+16.7%
Q4 2022$45,426
-1.2%
2640.0%0.01%
-14.3%
Q3 2022$46,000
-4.2%
2640.0%0.01%0.0%
Q2 2022$48,000
-22.6%
2640.0%0.01%
-22.2%
Q1 2022$62,000
-10.1%
2640.0%0.01%
-10.0%
Q4 2021$69,000
+11.3%
2640.0%0.01%
+11.1%
Q3 2021$62,000
+1.6%
2640.0%0.01%
-10.0%
Q2 2021$61,000
+10.9%
2640.0%0.01%
-56.5%
Q1 2021$55,000
+1.9%
2640.0%0.02%
-4.2%
Q4 2020$54,000
+10.2%
2640.0%0.02%
+26.3%
Q3 2020$49,000
+14.0%
2640.0%0.02%
+5.6%
Q2 2020$43,000
+26.5%
2640.0%0.02%
+5.9%
Q1 2020$34,000
-10.5%
2640.0%0.02%
+13.3%
Q4 2019$38,0002640.02%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders