FC Advisory LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 13 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
FC Advisory LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2023$28,792,088
+8.5%
110,948
-5.2%
11.13%
-0.3%
Q3 2023$26,545,681
-4.9%
116,993
-1.4%
11.17%
-2.3%
Q2 2023$27,925,900
+18.6%
118,672
+3.0%
11.43%
+9.9%
Q1 2023$23,552,326
+19.6%
115,165
+0.6%
10.41%
+11.8%
Q4 2022$19,692,678
+1.1%
114,446
+2.4%
9.31%
-5.7%
Q3 2022$19,480,000
-4.0%
111,769
+0.1%
9.87%
+1.6%
Q2 2022$20,285,000
-23.0%
111,649
-0.2%
9.71%
-14.9%
Q1 2022$26,335,000
-7.7%
111,874
+2.2%
11.41%
-4.3%
Q4 2021$28,544,000
+8.1%
109,466
-2.7%
11.93%
+1.3%
Q3 2021$26,403,000
+0.6%
112,449
-0.9%
11.78%
+1.2%
Q2 2021$26,253,000
+15.1%
113,463
+3.0%
11.64%
+4.9%
Q1 2021$22,811,000
+2.6%
110,160
+1.0%
11.10%
-0.1%
Q4 2020$22,232,000
+9.3%
109,113
-0.5%
11.12%
-3.1%
Q3 2020$20,332,000
-3.5%
109,666
-14.9%
11.47%
-8.5%
Q2 2020$21,069,000
+29.1%
128,854
+0.4%
12.53%
+10.9%
Q1 2020$16,317,000
-13.9%
128,397
+0.1%
11.30%
+2.5%
Q4 2019$18,960,000
+6.6%
128,257
-3.0%
11.03%
+1.9%
Q3 2019$17,785,000
+1.7%
132,250
-0.6%
10.82%
-0.2%
Q2 2019$17,484,000
+2.6%
133,001
-2.9%
10.83%
+0.2%
Q1 2019$17,033,000
-62.5%
136,977
-67.8%
10.81%
+3.8%
Q4 2018$45,465,000
+151.8%
424,866
+201.6%
10.41%
-7.7%
Q3 2018$18,056,000
+10.9%
140,879
+3.0%
11.27%
+6.5%
Q2 2018$16,274,000
+3.8%
136,791
-2.1%
10.59%
+3.2%
Q1 2018$15,676,000
-2.2%
139,668
-3.0%
10.26%
-1.3%
Q4 2017$16,029,000
+6.0%
143,981
-0.3%
10.40%
+1.8%
Q3 2017$15,122,000
+5.5%
144,401
+0.8%
10.21%
+3.1%
Q2 2017$14,333,000
+6.9%
143,240
+2.3%
9.91%
+4.6%
Q1 2017$13,403,000
+7.6%
140,040
+0.5%
9.47%
+2.9%
Q4 2016$12,459,000
+5.7%
139,302
+3.3%
9.20%
+4.0%
Q3 2016$11,792,000
+2.6%
134,801
-2.1%
8.85%
-0.4%
Q2 2016$11,492,000
+9.3%
137,694
+8.9%
8.89%
+2.9%
Q1 2016$10,514,000
+8.1%
126,477
+8.0%
8.63%
+3.2%
Q4 2015$9,727,000
+19.0%
117,140
+11.5%
8.36%
+11.6%
Q3 2015$8,171,000
-1.5%
105,083
+5.1%
7.50%
+1.5%
Q2 2015$8,294,000
+14.9%
99,971
+15.4%
7.39%
+9.5%
Q1 2015$7,220,00086,6386.75%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2023
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 116,914$27,522,00024.76%
Zeit Capital LLC 75,802$17,844,00014.93%
Bernardo Wealth Planning LLC 117,989$27,774,00013.79%
FC Advisory LLC 111,874$26,335,00011.41%
ANGELES WEALTH MANAGEMENT, LLC 244,778$57,621,00010.90%
Blackston Financial Advisory Group, LLC 69,828$16,396,00010.69%
BHK Investment Advisors, LLC 103,702$24,411,00010.21%
Financial Sense Advisors, Inc. 109,461$25,767,0009.65%
Pacific Center for Financial Services 109,461$25,767,0009.21%
Greytown Advisors Inc. 79,587$18,731,0009.05%
View complete list of VANGUARD WORLD FD shareholders