ROPES WEALTH ADVISORS LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 198 filers reported holding VANGUARD WORLD FD in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$300,655
+5913.1%
1,325
+4996.2%
0.06%
+5700.0%
Q3 2020$5,000
-99.1%
26
-99.4%
0.00%
-99.1%
Q2 2019$527,000
+4.2%
4,0730.0%0.11%
-17.2%
Q1 2019$506,000
+16.1%
4,0730.0%0.13%
+6.3%
Q4 2018$436,000
-16.5%
4,0730.0%0.13%
-2.3%
Q3 2018$522,000
+7.6%
4,0730.0%0.13%
-1.5%
Q2 2018$485,000
+6.1%
4,0730.0%0.13%
+4.8%
Q1 2018$457,000
+0.9%
4,0730.0%0.12%
+5.0%
Q4 2017$453,000
+6.1%
4,0730.0%0.12%
+2.6%
Q3 2017$427,000
+4.7%
4,0730.0%0.12%
+0.9%
Q2 2017$408,000
+4.6%
4,0730.0%0.12%
+1.8%
Q1 2017$390,000
+9.9%
4,0730.0%0.11%
+1.8%
Q4 2016$355,000
-0.3%
4,0730.0%0.11%
-7.5%
Q3 2016$356,000
+4.7%
4,0730.0%0.12%
+0.8%
Q2 2016$340,0004,0730.12%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2018
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 119,456$21,704,00023.25%
Tower Wealth Partners, Inc. 56,363$10,241,00013.61%
Zeit Capital LLC 76,404$13,883,00013.34%
Bernardo Wealth Planning LLC 120,738$21,937,00012.53%
Greytown Advisors Inc. 96,310$17,498,0009.92%
Blackston Financial Advisory Group, LLC 78,261$14,995,0009.80%
FC Advisory LLC 111,649$20,285,0009.71%
ANGELES WEALTH MANAGEMENT, LLC 263,936$47,954,0009.58%
BHK Investment Advisors, LLC 114,827$20,863,0009.38%
Black Diamond Financial, LLC 117,956$21,525,0008.48%
View complete list of VANGUARD WORLD FD shareholders