AllSquare Wealth Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 104 filers reported holding VANGUARD WORLD FD in Q4 2014. The put-call ratio across all filers is 2.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$18,152
+2.1%
800.0%0.01%0.0%
Q2 2023$17,770
+8.6%
800.0%0.01%
+9.1%
Q1 2023$16,361
+18.9%
800.0%0.01%
+22.2%
Q4 2022$13,766
-1.7%
800.0%0.01%
-10.0%
Q3 2022$14,000
-6.7%
800.0%0.01%0.0%
Q2 2022$15,000
-21.1%
800.0%0.01%
-9.1%
Q1 2022$19,000
-87.8%
80
-86.7%
0.01%
-87.9%
Q4 2021$156,000
+10.6%
6000.0%0.09%
+8.3%
Q3 2021$141,000
-8.4%
600
-9.8%
0.08%
-6.7%
Q2 2021$154,000
+11.6%
6650.0%0.09%
+5.9%
Q1 2021$138,000
+2.2%
6650.0%0.08%
-5.6%
Q4 2020$135,000
-30.1%
665
-36.1%
0.09%
-35.7%
Q3 2020$193,000
+4.3%
1,040
-8.0%
0.14%
+0.7%
Q2 2020$185,000
+28.5%
1,1300.0%0.14%
+11.2%
Q1 2020$144,000
-12.7%
1,1300.0%0.12%
+8.7%
Q4 2019$165,000
+10.0%
1,1300.0%0.12%
+3.6%
Q3 2019$150,000
+2.7%
1,1300.0%0.11%
+1.8%
Q2 2019$146,000
+3.5%
1,1300.0%0.11%
+2.8%
Q1 2019$141,000
-21.7%
1,130
-32.7%
0.11%
-28.9%
Q4 2018$180,000
-16.3%
1,6800.0%0.15%
-6.9%
Q3 2018$215,000
+10.8%
1,680
+3.1%
0.16%
+8.8%
Q2 2018$194,000
+2325.0%
1,630
+2102.7%
0.15%
+2350.0%
Q4 2017$8,0000.0%740.0%0.01%
-14.3%
Q3 2017$8,0000.0%74
-22.9%
0.01%
-12.5%
Q1 2016$8,0000.0%960.0%0.01%0.0%
Q4 2015$8,000
+14.3%
960.0%0.01%
+14.3%
Q3 2015$7,000
-12.5%
960.0%0.01%0.0%
Q2 2015$8,000
-11.1%
96
-8.6%
0.01%
-22.2%
Q1 2015$9,0000.0%1050.0%0.01%0.0%
Q4 2014$9,0001050.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2014
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders