OneDigital Investment Advisors LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 489 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$277,896
-3.5%
1,225
+0.2%
0.01%0.0%
Q2 2023$287,866
-10.5%
1,223
-22.2%
0.01%
-25.0%
Q1 2023$321,471
+12.4%
1,572
-4.2%
0.01%
-27.3%
Q3 2022$286,000
+12.6%
1,641
+17.4%
0.01%0.0%
Q2 2022$254,000
-52.1%
1,398
-37.9%
0.01%
-45.0%
Q1 2022$530,000
-2.6%
2,251
+8.0%
0.02%
+5.3%
Q4 2021$544,000
-4.1%
2,085
-13.6%
0.02%
-13.6%
Q3 2021$567,000
-10.6%
2,414
-12.0%
0.02%
-15.4%
Q2 2021$634,000
+43.4%
2,742
+28.4%
0.03%
+23.8%
Q1 2021$442,000
-0.9%
2,135
-2.4%
0.02%
-8.7%
Q4 2020$446,000
+91.4%
2,187
+74.3%
0.02%
+43.8%
Q3 2020$233,000
+133.0%
1,255
+63.2%
0.02%
+100.0%
Q2 2019$100,000
+4.2%
7690.0%0.01%
-42.9%
Q1 2019$96,000
+182.4%
769
+143.4%
0.01%
+133.3%
Q4 2018$34,000
-15.0%
316
+0.3%
0.01%
-33.3%
Q3 2018$40,000
+8.1%
315
+0.3%
0.01%
+12.5%
Q2 2018$37,000
+5.7%
3140.0%0.01%0.0%
Q1 2018$35,0000.0%314
+0.6%
0.01%
+100.0%
Q4 2017$35,000
+6.1%
312
+0.3%
0.00%
-66.7%
Q3 2017$33,000
+6.5%
3110.0%0.01%
+33.3%
Q2 2017$31,0003110.01%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
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