Copperwynd Financial, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 406 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Copperwynd Financial, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$13,063,427
-5.3%
57,573
-1.8%
6.13%
-4.6%
Q2 2023$13,799,783
+13.2%
58,643
-1.6%
6.43%
+3.2%
Q1 2023$12,188,205
+20.4%
59,597
+1.3%
6.22%
+9.5%
Q4 2022$10,119,695
-4.2%
58,812
-3.0%
5.69%
-6.5%
Q3 2022$10,567,000
-3.5%
60,628
+0.6%
6.08%
-5.6%
Q2 2022$10,950,000
-22.7%
60,270
+0.1%
6.44%
+9.7%
Q1 2022$14,173,000
-24.7%
60,210
-16.6%
5.87%
-17.8%
Q4 2021$18,819,000
+13.5%
72,172
+2.2%
7.14%
+4.4%
Q3 2021$16,587,000
+3.3%
70,645
+1.8%
6.84%
+0.4%
Q2 2021$16,059,000
+11.3%
69,406
-0.4%
6.81%
+5.1%
Q1 2021$14,426,000
+0.7%
69,667
-0.9%
6.48%
-6.2%
Q4 2020$14,323,000
+7.6%
70,296
-2.1%
6.91%
-2.4%
Q3 2020$13,316,000
+11.8%
71,824
-1.4%
7.08%
+3.9%
Q2 2020$11,908,000
+35.1%
72,828
+5.0%
6.82%
+63.5%
Q1 2020$8,812,000
-14.4%
69,345
-1.9%
4.17%
-23.6%
Q4 2019$10,297,000
+4.8%
70,689
-1.3%
5.46%
-2.3%
Q3 2019$9,827,000
+9.3%
71,612
+3.1%
5.58%
+8.0%
Q2 2019$8,990,000
+8.1%
69,434
+3.8%
5.17%
+3.7%
Q1 2019$8,314,000
+15.9%
66,862
-0.3%
4.98%
+12.1%
Q4 2018$7,175,000
-16.6%
67,051
-0.1%
4.44%
-14.8%
Q3 2018$8,605,000
+0.2%
67,140
-7.0%
5.22%
-13.5%
Q2 2018$8,587,000
-1.1%
72,174
-6.7%
6.03%
+1.4%
Q1 2018$8,680,000
-0.8%
77,339
-1.6%
5.95%
-6.9%
Q4 2017$8,752,00078,6116.39%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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