Pensionmark Financial Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.8%.

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 Q1 2022
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