Pensionmark Financial Group, 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
Pensionmark Financial Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$275,684
-17.2%
1,215
-14.1%
0.06%
-14.1%
Q2 2023$332,978
+0.1%
1,415
-13.0%
0.06%
-7.2%
Q1 2023$332,738
+18.3%
1,627
-0.4%
0.07%
+7.8%
Q4 2022$281,162
+15.2%
1,634
+17.0%
0.06%
+10.3%
Q3 2022$244,000
-18.7%
1,397
-2.1%
0.06%
-7.9%
Q2 2022$300,000
-44.0%
1,427
-37.4%
0.06%
-43.2%
Q1 2022$536,000
+0.2%
2,2790.0%0.11%
-0.9%
Q4 2021$535,000
+20.0%
2,279
+20.1%
0.11%
+10.9%
Q3 2021$446,000
-0.4%
1,898
-2.0%
0.10%
-1.0%
Q2 2021$448,000
+22.1%
1,936
+10.8%
0.10%
+15.9%
Q1 2021$367,000
-23.7%
1,747
-21.8%
0.09%
-27.9%
Q4 2020$481,000
+12.6%
2,234
-3.1%
0.12%
-16.4%
Q3 2020$427,000
+8.4%
2,305
+5.7%
0.15%
+5.8%
Q2 2020$394,0002,1810.14%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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