AE Wealth Management LLC - 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
AE Wealth Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$31,753,113
+40.1%
139,943
+45.3%
0.19%
+39.7%
Q2 2023$22,663,563
+38.5%
96,310
+20.3%
0.14%
+29.5%
Q1 2023$16,367,283
+160.1%
80,032
+118.8%
0.10%
+128.3%
Q4 2022$6,293,750
-17.8%
36,577
-16.8%
0.05%
-24.6%
Q3 2022$7,658,000
-7.2%
43,937
-3.3%
0.06%
-7.6%
Q2 2022$8,253,000
-52.5%
45,423
-38.4%
0.07%
-44.5%
Q1 2022$17,360,000
-88.3%
73,748
-87.0%
0.12%
-88.5%
Q4 2021$147,894,000
+185.3%
567,167
+156.9%
1.03%
+141.5%
Q3 2021$51,846,000
-50.7%
220,807
-51.4%
0.43%
-53.5%
Q2 2021$105,085,000
+241.2%
454,166
+205.4%
0.92%
+195.2%
Q1 2021$30,797,000
-26.9%
148,729
-28.0%
0.31%
-34.9%
Q4 2020$42,116,000
+42.0%
206,704
+29.2%
0.48%
+13.0%
Q3 2020$29,662,000
-14.1%
159,991
-24.3%
0.42%
-20.8%
Q2 2020$34,547,000
+261.6%
211,284
+181.0%
0.53%
+142.7%
Q1 2020$9,554,000
+1.6%
75,178
+16.4%
0.22%
+7.8%
Q4 2019$9,408,000
+74.3%
64,590
+58.8%
0.20%
+30.8%
Q3 2019$5,397,000
+13.9%
40,681
+11.2%
0.16%
+9.9%
Q2 2019$4,737,000
+15.0%
36,589
+10.5%
0.14%
-50.3%
Q1 2019$4,118,000
+26.4%
33,116
+8.7%
0.29%
-48.7%
Q4 2018$3,259,000
-9.2%
30,454
+8.7%
0.56%
+181.8%
Q3 2018$3,590,000
+26.9%
28,011
+17.8%
0.20%
+3.1%
Q2 2018$2,828,000
+21.8%
23,769
+14.9%
0.19%
+7.3%
Q1 2018$2,322,000
+53.6%
20,691
+52.3%
0.18%
+34.6%
Q4 2017$1,512,000
+17.7%
13,584
+10.7%
0.13%
+11.8%
Q3 2017$1,285,000
+56.7%
12,274
+49.8%
0.12%
+21.4%
Q2 2017$820,000
+72.3%
8,196
+64.8%
0.10%
+11.4%
Q1 2017$476,000
+39.6%
4,972
+27.2%
0.09%
-36.2%
Q4 2016$341,0003,9090.14%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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