GeoWealth Management, LLC - 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
GeoWealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$7,548
+375.3%
33,261
+393.1%
0.86%
+397.7%
Q2 2023$1,588
-17.6%
6,745
-28.4%
0.17%
-23.6%
Q1 2023$1,928
+31.3%
9,425
+10.5%
0.22%
+45.2%
Q4 2022$1,468
-99.9%
8,533
-9.3%
0.16%
-13.4%
Q3 2022$1,640,000
+76.9%
9,411
+84.5%
0.18%
+44.4%
Q2 2022$927,000
-92.7%
5,100
-90.6%
0.12%
-89.0%
Q1 2022$12,774,000
+3904.4%
54,266
+4333.5%
1.12%
+4219.2%
Q4 2021$319,000
-77.0%
1,224
-79.3%
0.03%
-77.2%
Q3 2021$1,386,000
+330.4%
5,905
+241.5%
0.11%
+17.5%
Q3 2020$322,0001,7290.10%
Other shareholders
VANGUARD WORLD FD shareholders Q3 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