Sharkey, Howes & Javer - 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
Sharkey, Howes & Javer ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,083,292
-13.8%
17,996
-10.6%
0.78%
-12.7%
Q2 2023$4,734,638
+5.7%
20,120
-8.1%
0.90%
-6.7%
Q1 2023$4,477,746
+11.3%
21,895
-6.3%
0.96%
+4.0%
Q4 2022$4,022,652
-51.8%
23,378
-51.2%
0.92%
-49.3%
Q3 2022$8,354,000
-17.0%
47,932
-13.5%
1.82%
-25.3%
Q2 2022$10,068,000
-34.4%
55,413
-15.1%
2.44%
-30.6%
Q1 2022$15,356,000
+2.9%
65,235
+14.0%
3.52%
+4.3%
Q4 2021$14,922,000
+11.6%
57,225
+0.5%
3.37%
-2.5%
Q3 2021$13,367,000
-7.2%
56,927
-8.5%
3.46%
-9.6%
Q2 2021$14,398,000
+6.8%
62,228
-4.4%
3.82%
-9.4%
Q1 2021$13,480,000
-51.6%
65,101
-52.3%
4.22%
-54.6%
Q4 2020$27,832,000
+21.4%
136,599
+10.5%
9.29%
+6.7%
Q3 2020$22,917,000
+26.8%
123,608
+11.9%
8.71%
+9.2%
Q2 2020$18,068,000110,4997.98%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders