Patten Group, 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
Patten Group, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$214,874
-8.0%
947
-4.6%
0.06%
+82.9%
Q2 2023$233,673
+10.0%
993
-4.4%
0.04%
-45.3%
Q1 2023$212,486
-24.7%
1,039
-35.2%
0.06%
-34.0%
Q3 2022$282,000
-8.7%
1,603
-0.5%
0.10%
-2.0%
Q2 2022$309,000
-19.7%
1,611
-1.5%
0.10%
-8.3%
Q1 2022$385,000
-15.2%
1,636
-6.0%
0.11%
-10.0%
Q4 2021$454,000
+12.4%
1,740
+1.1%
0.12%
+0.8%
Q3 2021$404,000
+17.1%
1,721
+15.3%
0.12%
+17.8%
Q2 2021$345,000
+66.7%
1,492
+49.1%
0.10%
+53.0%
Q1 2021$207,000
-3.3%
1,001
-4.6%
0.07%
+13.8%
Q4 2020$214,0001,0490.06%
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