Pensionmark Financial Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 432 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.8%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$548,560
+144.2%
1,746
+122.7%
0.03%
+6.2%
Q1 2024$224,651
-37.5%
784
-43.4%
0.03%
-31.9%
Q4 2023$359,421
+30.4%
1,385
+14.0%
0.05%
-14.5%
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 Q2 2021
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 119,456$21,704,00023.25%
Tower Wealth Partners, Inc. 56,363$10,241,00013.61%
Zeit Capital LLC 76,404$13,883,00013.34%
Bernardo Wealth Planning LLC 120,738$21,937,00012.53%
Greytown Advisors Inc. 96,310$17,498,0009.92%
Blackston Financial Advisory Group, LLC 78,261$14,995,0009.80%
FC Advisory LLC 111,649$20,285,0009.71%
ANGELES WEALTH MANAGEMENT, LLC 263,936$47,954,0009.58%
BHK Investment Advisors, LLC 114,827$20,863,0009.38%
Black Diamond Financial, LLC 117,956$21,525,0008.48%
View complete list of VANGUARD WORLD FD shareholders