Joel Isaacson & Co., 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
Joel Isaacson & Co., LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,189,645
-1.8%
18,465
+1.9%
0.29%
+0.7%
Q2 2023$4,264,629
+15.2%
18,123
+0.1%
0.28%
+7.1%
Q1 2023$3,702,572
+34.5%
18,105
+13.2%
0.27%
+25.5%
Q4 2022$2,753,121
-4.2%
16,000
-2.9%
0.21%
-14.5%
Q3 2022$2,873,000
-6.8%
16,486
-2.8%
0.25%
-4.2%
Q2 2022$3,081,000
-17.4%
16,957
+0.1%
0.26%
-5.5%
Q1 2022$3,730,000
-15.5%
16,938
+0.1%
0.27%
-9.6%
Q4 2021$4,414,000
+11.2%
16,926
+0.2%
0.30%
+1.0%
Q3 2021$3,968,000
+1.5%
16,8990.0%0.30%
-1.3%
Q2 2021$3,910,000
+15.0%
16,899
+2.9%
0.30%
+2.0%
Q1 2021$3,400,000
+1.6%
16,4180.0%0.30%
-8.9%
Q4 2020$3,345,000
+17.3%
16,418
+6.8%
0.33%
-11.9%
Q3 2020$2,851,000
+52.8%
15,376
+34.7%
0.37%
+39.5%
Q2 2020$1,866,000
+267.3%
11,412
+185.3%
0.27%
+202.3%
Q1 2020$508,000
-12.9%
4,0000.0%0.09%
+14.3%
Q4 2019$583,000
+9.8%
4,0000.0%0.08%
+1.3%
Q3 2019$531,000
+2.5%
4,0000.0%0.08%
+1.3%
Q2 2019$518,000
+4.2%
4,0000.0%0.08%
+2.7%
Q1 2019$497,000
+11.7%
4,0000.0%0.07%
+2.8%
Q4 2018$445,000
-13.3%
4,0000.0%0.07%
-12.3%
Q3 2018$513,000
+7.8%
4,0000.0%0.08%
+1.2%
Q2 2018$476,000
+6.0%
4,0000.0%0.08%
+2.6%
Q1 2018$449,000
+0.9%
4,0000.0%0.08%
+1.3%
Q4 2017$445,000
+6.2%
4,0000.0%0.08%0.0%
Q3 2017$419,000
+4.8%
4,0000.0%0.08%
+1.3%
Q2 2017$400,000
+4.4%
4,0000.0%0.08%
+1.3%
Q1 2017$383,000
+10.1%
4,0000.0%0.08%
+7.1%
Q4 2016$348,000
-0.6%
4,0000.0%0.07%
-2.8%
Q3 2016$350,000
+4.8%
4,0000.0%0.07%
+1.4%
Q2 2016$334,000
+0.3%
4,0000.0%0.07%
-4.1%
Q1 2016$333,000
+0.3%
4,0000.0%0.07%
-9.8%
Q4 2015$332,000
+3.8%
4,000
-2.7%
0.08%
-3.5%
Q3 2015$320,000
-6.2%
4,1090.0%0.08%
-2.3%
Q2 2015$341,000
-0.3%
4,1090.0%0.09%
+1.2%
Q1 2015$342,000
+5.2%
4,109
+2.7%
0.09%
-1.1%
Q4 2014$325,000
+4.5%
4,0000.0%0.09%
-8.4%
Q3 2014$311,000
+1.3%
4,0000.0%0.10%
-1.0%
Q2 2014$307,000
+5.9%
4,0000.0%0.10%
-1.0%
Q1 2014$290,0004,0000.10%
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