Sowell Financial Services LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 565 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2023$266
-100.0%
1,300
-73.6%
0.02%
-43.2%
Q1 2021$1,072,000
-23.9%
4,920
-28.9%
0.04%
-38.3%
Q4 2020$1,409,000
+3.9%
6,917
-5.4%
0.06%
-11.8%
Q3 2020$1,356,000
+13.3%
7,315
-0.1%
0.07%
+3.0%
Q2 2020$1,197,000
+85.9%
7,322
+44.5%
0.07%
+37.5%
Q1 2020$644,000
+1551.3%
5,067
+1776.7%
0.05%
+1500.0%
Q4 2019$39,000
+50.0%
270
+36.4%
0.00%
+50.0%
Q3 2019$26,000
-99.3%
198
-99.4%
0.00%
-99.8%
Q4 2017$3,875,000
+30.6%
32,899
+19.8%
0.95%
+22.4%
Q3 2017$2,967,000
+316.7%
27,469
+285.9%
0.77%
+268.6%
Q1 2017$712,0007,1190.21%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2023
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders