Intersect Capital LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
Intersect Capital LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2022$597,000
-40.8%
3,288
-23.3%
0.18%
-6.7%
Q1 2022$1,009,000
-42.9%
4,288
-36.7%
0.19%
-40.5%
Q4 2021$1,767,000
+11.1%
6,7750.0%0.33%
+19.9%
Q3 2021$1,591,000
+1.5%
6,7750.0%0.27%
-1.8%
Q2 2021$1,568,000
+14.0%
6,775
+2.0%
0.28%
-0.4%
Q1 2021$1,376,000
-18.2%
6,645
-19.5%
0.28%
-24.9%
Q4 2020$1,682,000
+9.9%
8,2550.0%0.37%
-10.2%
Q3 2020$1,530,000
+13.3%
8,2550.0%0.41%
-5.3%
Q2 2020$1,350,000
+157.1%
8,255
+99.6%
0.44%
+108.1%
Q1 2020$525,0004,1350.21%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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