Sheaff Brock Investment Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
Sheaff Brock Investment Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$668,452
-6.3%
2,946
-2.8%
0.06%
+1.7%
Q2 2023$713,445
+91.1%
3,032
+66.0%
0.06%
+76.5%
Q1 2023$373,359
+13.3%
1,826
-4.6%
0.03%
+6.2%
Q4 2022$329,411
+3.9%
1,914
+5.2%
0.03%
-5.9%
Q3 2022$317,000
-4.2%
1,8200.0%0.03%
+21.4%
Q2 2022$331,000
-22.7%
1,8200.0%0.03%
-6.7%
Q1 2022$428,000
-9.5%
1,820
+0.4%
0.03%
-6.2%
Q4 2021$473,000
+11.0%
1,8130.0%0.03%
+3.2%
Q3 2021$426,000
-4.5%
1,813
-5.9%
0.03%
-3.1%
Q2 2021$446,000
+4.7%
1,927
-6.2%
0.03%
-5.9%
Q1 2021$426,000
-36.4%
2,055
-37.6%
0.03%
-39.3%
Q4 2020$670,000
+9.8%
3,291
+0.0%
0.06%0.0%
Q3 2020$610,000
+22.5%
3,290
+8.1%
0.06%
+14.3%
Q2 2020$498,000
+28.7%
3,0440.0%0.05%
-3.9%
Q1 2020$387,000
-19.0%
3,044
-7.2%
0.05%
+10.9%
Q4 2019$478,000
+73.2%
3,280
+57.7%
0.05%
+53.3%
Q3 2019$276,000
+2.6%
2,0800.0%0.03%
+3.4%
Q2 2019$269,000
+2.3%
2,080
-1.8%
0.03%
-9.4%
Q1 2019$263,000
+15.9%
2,1190.0%0.03%
-11.1%
Q4 2018$227,000
-16.5%
2,1190.0%0.04%
+38.5%
Q3 2018$272,000
-0.7%
2,119
-8.1%
0.03%
-3.7%
Q2 2018$274,000
+3.0%
2,306
-2.5%
0.03%
-3.6%
Q1 2018$266,000
+1.1%
2,3660.0%0.03%
-17.6%
Q4 2017$263,000
+6.0%
2,3660.0%0.03%
+3.0%
Q3 2017$248,0002,3660.03%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders