Well Done, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 159 filers reported holding VANGUARD WORLD FD in Q3 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.

Quarter-by-quarter ownership
Well Done, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$750,813
-3.6%
3,3090.0%0.17%0.0%
Q2 2023$778,674
+15.1%
3,3090.0%0.17%
+13.7%
Q1 2023$676,724
+18.5%
3,309
-0.3%
0.15%
+18.7%
Q4 2022$571,100
+43.1%
3,319
+45.1%
0.12%
+25.5%
Q3 2022$399,000
-4.1%
2,2880.0%0.10%
+6.5%
Q2 2022$416,000
-22.8%
2,2880.0%0.09%
-14.8%
Q1 2022$539,000
-9.7%
2,2880.0%0.11%
-10.7%
Q4 2021$597,000
+11.2%
2,2880.0%0.12%
+0.8%
Q3 2021$537,000
+1.5%
2,2880.0%0.12%
+2.6%
Q2 2021$529,000
+11.6%
2,2880.0%0.12%
+7.3%
Q1 2021$474,000
+1.7%
2,2880.0%0.11%
-5.2%
Q4 2020$466,000
+9.9%
2,2880.0%0.12%
-3.4%
Q3 2020$424,000
-7.0%
2,288
-18.0%
0.12%
-4.8%
Q2 2020$456,000
+28.5%
2,7910.0%0.12%
+16.8%
Q1 2020$355,000
-12.8%
2,7910.0%0.11%
+13.8%
Q4 2019$407,000
-45.0%
2,791
-50.0%
0.09%
+4.4%
Q3 2019$740,000
+105.0%
5,582
+100.0%
0.09%
+7.1%
Q2 2019$361,000
+4.0%
2,7910.0%0.08%
-1.2%
Q1 2019$347,000
+16.1%
2,7910.0%0.08%
+1.2%
Q4 2018$299,000
-16.5%
2,7910.0%0.08%
-16.8%
Q3 2018$358,000
+0.6%
2,791
-6.8%
0.10%
-5.6%
Q2 2018$356,000
+6.0%
2,9940.0%0.11%
+2.9%
Q1 2018$336,000
+0.6%
2,9940.0%0.10%
-4.6%
Q4 2017$334,000
+6.4%
2,9940.0%0.11%
+13.5%
Q3 2017$314,000
+4.7%
2,9940.0%0.10%
-8.6%
Q2 2017$300,0000.0%2,994
-4.6%
0.10%
-0.9%
Q1 2017$300,000
-38.7%
3,138
-44.1%
0.11%
-42.7%
Q4 2016$489,000
-0.4%
5,6100.0%0.18%
+4.5%
Q3 2016$491,000
+4.9%
5,6100.0%0.18%
+4.1%
Q2 2016$468,000
+0.4%
5,6100.0%0.17%
+0.6%
Q1 2016$466,0000.0%5,6100.0%0.17%
+2.4%
Q4 2015$466,0005,6100.16%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2017
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders