Asset Planning Services, Ltd. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
Asset Planning Services, Ltd. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2021$641,000
+11.1%
2,459
+0.0%
0.30%
+6.9%
Q3 2021$577,000
+1.4%
2,4580.0%0.28%
+1.5%
Q2 2021$569,000
+10.3%
2,458
-1.3%
0.27%
+14.7%
Q1 2021$516,000
-0.4%
2,491
-1.9%
0.24%
-4.4%
Q4 2020$518,000
-23.3%
2,540
-30.2%
0.25%
-14.7%
Q3 2020$675,000
+13.4%
3,640
+0.1%
0.29%
+13.6%
Q2 2020$595,000
+28.8%
3,638
+0.1%
0.26%
+12.2%
Q1 2020$462,000
-28.9%
3,635
-11.2%
0.23%
-14.9%
Q4 2019$650,000
+18.0%
4,095
-1.3%
0.27%
+12.6%
Q3 2019$551,000
+2.8%
4,150
+0.2%
0.24%
+1.3%
Q2 2019$536,000
+4.1%
4,1430.0%0.24%
-2.9%
Q1 2019$515,000
+16.3%
4,143
+0.0%
0.24%
+8.5%
Q4 2018$443,000
-11.6%
4,142
+0.1%
0.22%
-5.9%
Q3 2018$501,000
+0.6%
4,139
-1.0%
0.24%
-2.5%
Q2 2018$498,000
+6.2%
4,1820.0%0.24%
+1.2%
Q1 2018$469,000
-3.3%
4,182
-4.0%
0.24%
-3.6%
Q4 2017$485,000
+3.2%
4,354
-3.0%
0.25%
-3.8%
Q3 2017$470,000
+4.7%
4,4880.0%0.26%
-9.4%
Q2 2017$449,000
+4.9%
4,488
+0.4%
0.29%
-0.3%
Q1 2017$428,000
+17.3%
4,468
+6.7%
0.29%0.0%
Q4 2016$365,0000.0%4,186
+0.3%
0.29%
-5.3%
Q3 2016$365,000
+5.2%
4,172
+0.3%
0.30%
+1.0%
Q2 2016$347,000
+0.6%
4,160
+0.3%
0.30%
-3.8%
Q1 2016$345,000
+0.3%
4,149
+0.3%
0.31%
-5.7%
Q4 2015$344,000
+7.2%
4,138
+0.3%
0.33%
+2.5%
Q3 2015$321,000
-5.9%
4,125
+0.3%
0.32%
-1.5%
Q2 2015$341,0004,1130.33%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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