ROPES WEALTH ADVISORS 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
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 Q4 2020
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 116,914$27,522,00024.76%
Zeit Capital LLC 75,802$17,844,00014.93%
Bernardo Wealth Planning LLC 117,989$27,774,00013.79%
FC Advisory LLC 111,874$26,335,00011.41%
ANGELES WEALTH MANAGEMENT, LLC 244,778$57,621,00010.90%
Blackston Financial Advisory Group, LLC 69,828$16,396,00010.69%
BHK Investment Advisors, LLC 103,702$24,411,00010.21%
Financial Sense Advisors, Inc. 109,461$25,767,0009.65%
Pacific Center for Financial Services 109,461$25,767,0009.21%
Greytown Advisors Inc. 79,587$18,731,0009.05%
View complete list of VANGUARD WORLD FD shareholders