Patriot Financial Group Insurance Agency, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 446 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$264,792
-3.6%
1,1670.0%0.06%
+5.8%
Q2 2023$274,618
+15.1%
1,1670.0%0.05%
+8.3%
Q1 2023$238,663
+18.2%
1,167
+5.1%
0.05%
+17.1%
Q2 2022$202,000
-23.2%
1,110
-0.5%
0.04%
-12.8%
Q1 2022$263,000
-15.4%
1,116
-6.4%
0.05%
-9.6%
Q4 2021$311,000
+28.5%
1,192
+15.6%
0.05%
+20.9%
Q3 2021$242,000
-2.8%
1,031
-4.2%
0.04%
-4.4%
Q2 2021$249,000
+19.1%
1,076
+6.7%
0.04%
-6.2%
Q1 2021$209,000
+0.5%
1,008
-1.4%
0.05%
-7.7%
Q4 2020$208,000
+13.7%
1,022
+3.8%
0.05%
-13.3%
Q3 2020$183,000
+67.9%
985
+48.3%
0.06%
+42.9%
Q2 2020$109,000
+505.6%
664
+448.8%
0.04%
+500.0%
Q4 2019$18,0001210.01%
Other shareholders
VANGUARD WORLD FD shareholders Q3 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