Merit Financial Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.8%.

Quarter-by-quarter ownership
Merit Financial Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$21,842,232
+7.7%
96,264
+11.7%
0.72%
+9.0%
Q2 2023$20,274,529
+32.1%
86,157
+14.8%
0.66%
+17.6%
Q1 2023$15,351,239
+48.1%
75,064
+24.6%
0.56%
+48.8%
Q4 2022$10,363,629
-26.8%
60,229
-25.8%
0.38%
-38.9%
Q3 2022$14,155,000
-64.7%
81,216
-63.2%
0.61%
-50.5%
Q2 2022$40,083,000
+31.7%
220,613
+70.7%
1.24%
-32.4%
Q1 2022$30,424,000
+6783.3%
129,243
+7520.5%
1.84%
+4167.4%
Q4 2021$442,000
+11.3%
1,696
+0.2%
0.04%
+2.4%
Q3 2021$397,000
+1.3%
1,6920.0%0.04%
+13.5%
Q2 2021$392,000
+12.0%
1,692
+0.1%
0.04%0.0%
Q1 2021$350,000
+1.7%
1,690
+0.1%
0.04%
+12.1%
Q4 2020$344,0001,6880.03%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
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