Glassman Wealth Services - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 406 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$54,012
-3.6%
2380.0%0.01%0.0%
Q2 2023$56,016
-10.5%
238
-22.2%
0.01%
-18.2%
Q1 2023$62,589
+18.9%
3060.0%0.01%
+10.0%
Q4 2022$52,661
-9.2%
306
-8.4%
0.01%
-16.7%
Q3 2022$58,000
-4.9%
3340.0%0.01%
-7.7%
Q2 2022$61,000
+6000.0%
334
+8250.0%
0.01%
Q1 2022$1,0000.0%40.0%0.00%
Q3 2021$1,0000.0%40.0%0.00%
Q2 2021$1,0000.0%40.0%0.00%
Q1 2021$1,000
-50.0%
4
-50.0%
0.00%
Q4 2020$2,000
+100.0%
8
+100.0%
0.00%
Q3 2020$1,0000.0%40.0%0.00%
Q2 2020$1,0000.0%40.0%0.00%
Q1 2020$1,00040.00%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
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