ROPES WEALTH ADVISORS LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 356 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is 2.92 and the average weighting 1.0%.

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 Q3 2020
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