Capital Asset Advisory Services LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 273 filers reported holding VANGUARD WORLD FD in Q1 2020. The put-call ratio across all filers is 2.35 and the average weighting 0.8%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$426,213
+1.0%
1,802
+0.3%
0.03%
-38.3%
Q3 2021$422,000
+7.7%
1,797
+6.1%
0.05%
+9.3%
Q2 2021$392,000
+9.2%
1,694
-2.2%
0.04%
-20.4%
Q1 2021$359,000
+23.8%
1,732
+21.7%
0.05%
+3.8%
Q4 2020$290,000
+7.4%
1,423
-2.2%
0.05%
-8.8%
Q3 2020$270,000
+18.9%
1,455
+13.2%
0.06%
+16.3%
Q2 2020$227,000
+112.1%
1,285
+75.1%
0.05%
+75.0%
Q1 2020$107,0007340.03%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2020
NameSharesValueWeighting ↓
Cassaday & Co Inc. 2,014,389$417,120,00053.05%
Zeit Capital LLC 78,878$16,333,00014.92%
Bernardo Wealth Planning LLC 103,037$21,335,00013.57%
FundX Investment Group, LLC 106,272$22,006,00012.42%
FC Advisory LLC 110,160$22,811,00011.10%
Pacific Center for Financial Services 109,749$22,726,00010.87%
Black Diamond Financial, LLC 116,654$24,156,00010.25%
BHK Investment Advisors, LLC 103,634$21,115,0009.81%
Stuart Chaussee & Associates, Inc. 113,894$23,584,0009.08%
Darwin Wealth Management, LLC 244,622$50,654,0008.84%
View complete list of VANGUARD WORLD FD shareholders