Plancorp, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 273 filers reported holding VANGUARD WORLD FD in Q1 2020. The put-call ratio across all filers is 2.35 and the average weighting 0.8%.

Quarter-by-quarter ownership
Plancorp, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,618,705
-3.6%
7,1340.0%0.09%
-4.4%
Q2 2023$1,678,773
+15.1%
7,1340.0%0.09%
+11.0%
Q1 2023$1,458,974
+18.9%
7,1340.0%0.08%
+13.9%
Q4 2022$1,227,547
-1.3%
7,134
-0.0%
0.07%
-13.3%
Q3 2022$1,244,000
-4.0%
7,135
+0.0%
0.08%
+1.2%
Q2 2022$1,296,000
-22.8%
7,1340.0%0.08%
-24.8%
Q1 2022$1,679,000
-9.7%
7,1340.0%0.11%
-7.6%
Q4 2021$1,860,000
+11.0%
7,1340.0%0.12%
+1.7%
Q3 2021$1,675,000
+1.5%
7,1340.0%0.12%
-10.8%
Q2 2021$1,651,000
+11.8%
7,1340.0%0.13%
-60.0%
Q1 2021$1,477,000
+1.6%
7,1340.0%0.32%
-9.2%
Q4 2020$1,454,000
+9.9%
7,1340.0%0.36%
-10.9%
Q3 2020$1,323,000
+13.5%
7,1340.0%0.40%
+14.5%
Q2 2020$1,166,000
+28.6%
7,1340.0%0.35%0.0%
Q1 2020$907,000
-12.7%
7,1340.0%0.35%
+10.4%
Q4 2019$1,039,000
+9.8%
7,1340.0%0.32%
-11.9%
Q3 2019$946,000
+2.4%
7,1340.0%0.36%
-1.4%
Q2 2019$924,000
+4.2%
7,1340.0%0.37%
+8.9%
Q1 2019$887,000
+16.3%
7,1340.0%0.34%
-2.9%
Q4 2018$763,000
-16.5%
7,1340.0%0.35%
-3.9%
Q3 2018$914,000
+7.7%
7,1340.0%0.36%
+6.2%
Q2 2018$849,000
+6.0%
7,1340.0%0.34%
+32.4%
Q1 2018$801,000
+0.9%
7,1340.0%0.26%
-1.2%
Q4 2017$794,000
+6.3%
7,1340.0%0.26%
+17.2%
Q3 2017$747,000
+4.6%
7,1340.0%0.22%
+4.2%
Q2 2017$714,000
+4.5%
7,1340.0%0.21%
+6.5%
Q1 2017$683,000
+10.0%
7,1340.0%0.20%
+12.4%
Q4 2016$621,000
+4.9%
7,1340.0%0.18%
-75.0%
Q4 2015$592,0007,1340.71%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2020
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