Focused Wealth Management, Inc - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 446 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$9,291,147
-5.6%
40,948
-2.1%
1.64%
-7.3%
Q2 2023$9,839,587
+14.5%
41,814
-0.5%
1.77%
+1.8%
Q1 2023$8,595,058
+18.4%
42,028
-0.4%
1.74%
+17.8%
Q4 2022$7,258,588
-1.6%
42,184
-0.3%
1.48%
-4.5%
Q3 2022$7,376,000
-4.2%
42,322
-0.1%
1.55%
+10.4%
Q2 2022$7,696,000
-22.9%
42,357
-0.1%
1.40%
-11.4%
Q1 2022$9,984,000
-9.5%
42,413
+0.2%
1.58%
-7.2%
Q4 2021$11,033,000
+9.1%
42,312
-1.8%
1.70%
+3.3%
Q3 2021$10,112,000
-1.5%
43,068
-3.0%
1.65%
-2.7%
Q2 2021$10,271,000
+11.4%
44,390
-0.3%
1.70%
+3.5%
Q1 2021$9,221,000
+1.3%
44,531
-0.3%
1.64%
-7.5%
Q4 2020$9,101,000
+2.8%
44,668
-6.5%
1.77%
-7.9%
Q3 2020$8,853,000
+7.9%
47,749
-4.9%
1.92%
+1.1%
Q2 2020$8,208,000
+25.2%
50,198
-2.7%
1.90%
+0.7%
Q1 2020$6,556,000
-16.9%
51,591
-4.7%
1.89%
+1.5%
Q4 2019$7,886,000
+54.0%
54,141
+40.2%
1.86%
+31.6%
Q3 2019$5,122,000
-29.3%
38,606
-31.0%
1.42%
-26.9%
Q2 2019$7,247,000
-1.1%
55,971
-5.0%
1.94%
-12.7%
Q1 2019$7,329,000
+3.8%
58,936
-10.7%
2.22%
-8.0%
Q4 2018$7,063,000
+4.7%
66,002
+25.4%
2.41%
+5.0%
Q3 2018$6,745,000
-18.4%
52,628
-24.2%
2.30%
-19.8%
Q2 2018$8,262,000
-19.8%
69,447
-24.3%
2.86%
-13.0%
Q1 2018$10,301,000
-58.1%
91,776
-58.4%
3.29%
-58.2%
Q4 2017$24,576,000
+8.2%
220,750
+1.8%
7.88%
+4.0%
Q3 2017$22,714,000
-3.1%
216,905
-7.4%
7.58%
-13.4%
Q2 2017$23,437,000
+2.2%
234,231
-2.2%
8.75%
-2.4%
Q1 2017$22,929,000
+2.7%
239,570
-6.6%
8.97%
-4.9%
Q4 2016$22,332,000
+4.0%
256,366
+4.5%
9.43%
-0.1%
Q3 2016$21,471,000
+6.4%
245,442
+1.6%
9.44%
+1.8%
Q2 2016$20,171,000
+37.5%
241,689
+36.9%
9.27%
+15.5%
Q1 2016$14,675,000
+50503.4%
176,532
+50337.7%
8.02%
+47082.4%
Q4 2015$29,000
+7.4%
3500.0%0.02%0.0%
Q3 2015$27,000
-6.9%
3500.0%0.02%
-5.6%
Q2 2015$29,0000.0%3500.0%0.02%0.0%
Q1 2015$29,000
-59.2%
350
-59.7%
0.02%
-64.0%
Q4 2014$71,0008690.05%
Other shareholders
VANGUARD WORLD FD shareholders Q3 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