Darwin Wealth Management, 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
Darwin Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$13,153,910
-7.2%
57,972
-4.6%
3.54%
-2.9%
Q2 2023$14,173,999
+5.4%
60,736
-7.6%
3.65%
+0.1%
Q1 2023$13,448,547
+2.4%
65,715
-9.0%
3.64%
+7.2%
Q4 2022$13,128,288
-13.4%
72,229
-16.1%
3.40%
-10.3%
Q3 2022$15,157,000
-31.5%
86,085
-20.4%
3.79%
-15.3%
Q2 2022$22,130,000
-34.5%
108,131
-24.7%
4.47%
-19.4%
Q1 2022$33,788,000
-13.2%
143,533
-13.3%
5.55%
-9.7%
Q4 2021$38,933,000
-18.1%
165,568
-18.2%
6.14%
-19.1%
Q3 2021$47,515,000
-10.9%
202,366
-12.2%
7.60%
-12.4%
Q2 2021$53,311,000
+5.2%
230,406
-5.8%
8.68%
-1.8%
Q1 2021$50,654,000
-11.8%
244,622
-13.2%
8.84%
-18.0%
Q4 2020$57,446,000
+23.5%
281,944
+12.4%
10.79%
+7.3%
Q3 2020$46,513,000
+112.0%
250,881
+87.0%
10.05%
+79.9%
Q2 2020$21,935,000
+64.8%
134,154
+27.9%
5.59%
+32.0%
Q1 2020$13,313,000
-6.1%
104,916
+7.8%
4.23%
+12.0%
Q4 2019$14,180,000
+17.6%
97,350
+7.1%
3.78%
+5.8%
Q3 2019$12,062,000
+11.2%
90,923
+8.5%
3.57%
+6.3%
Q2 2019$10,848,000
+16.5%
83,782
+11.9%
3.36%
+9.5%
Q1 2019$9,309,000
+28.2%
74,860
+10.3%
3.07%
-39.5%
Q4 2018$7,261,000
-12.5%
67,884
+5.0%
5.07%
+9.2%
Q3 2018$8,297,000
+22.8%
64,625
+13.8%
4.64%
+5.7%
Q2 2018$6,756,000
+17.4%
56,784
+10.8%
4.39%
+5.4%
Q1 2018$5,754,000
-0.9%
51,243
-1.7%
4.16%
+67.5%
Q4 2017$5,809,000
+12.4%
52,152
+5.6%
2.49%
-50.3%
Q3 2017$5,170,000
+29.9%
49,372
+24.1%
5.00%
+127.4%
Q2 2017$3,981,000
+23.5%
39,782
+18.1%
2.20%
+17.6%
Q1 2017$3,224,000
+36.4%
33,681
+24.1%
1.87%
+17.8%
Q4 2016$2,363,000
+14.6%
27,130
+15.1%
1.59%
-0.4%
Q3 2016$2,062,000
+13.9%
23,573
+8.7%
1.59%
+3.1%
Q2 2016$1,810,00021,6901.54%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,626,424$623,998,72328.82%
Erickson Financial Group, LLC 93,707$16,124,16317.45%
Zeit Capital LLC 65,272$11,231,40310.91%
Greytown Advisors Inc. 106,758$18,369,9269.98%
Bernardo Wealth Planning LLC 123,532$21,256,1829.94%
BHK Investment Advisors, LLC 98,536$16,955,0869.54%
FC Advisory LLC 114,446$19,692,6789.31%
Blackston Financial Advisory Group, LLC 72,847$12,5359.10%
ANGELES WEALTH MANAGEMENT, LLC 280,422$48,252,1498.44%
Tower Wealth Partners, Inc. 54,227$9,330,8408.13%
View complete list of VANGUARD WORLD FD shareholders