Stratos Investment Management, 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
Stratos Investment Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$12,711,281
-3.6%
56,021
-0.1%
1.90%
-6.2%
Q2 2023$13,192,522
+20.3%
56,062
+4.6%
2.02%
+9.8%
Q1 2023$10,964,481
+24.5%
53,613
+4.8%
1.84%
+17.2%
Q4 2022$8,806,208
-2.2%
51,178
-0.9%
1.57%
-13.6%
Q3 2022$9,005,000
-12.6%
51,667
-8.9%
1.82%
-6.7%
Q2 2022$10,304,000
-23.7%
56,710
-1.1%
1.95%
-12.9%
Q1 2022$13,496,000
-8.1%
57,332
+1.8%
2.24%
-3.2%
Q4 2021$14,683,000
+12.4%
56,308
+1.2%
2.31%
+1.9%
Q3 2021$13,062,000
+4.6%
55,629
+3.1%
2.27%
-34.0%
Q2 2021$12,490,000
+19.2%
53,979
+6.6%
3.44%
+3.7%
Q1 2021$10,482,000
-10.0%
50,620
-11.5%
3.32%
-9.5%
Q4 2020$11,649,000
+9.5%
57,171
-0.4%
3.66%
-5.2%
Q3 2020$10,638,000
+9.2%
57,380
-3.7%
3.86%
-6.2%
Q2 2020$9,745,000
+26.9%
59,601
-1.3%
4.12%
+0.8%
Q1 2020$7,678,000
-33.3%
60,416
-23.5%
4.09%
-23.4%
Q4 2019$11,510,000
+42.1%
79,022
+29.4%
5.34%
+16.3%
Q3 2019$8,099,000
+0.5%
61,052
-1.9%
4.59%
-9.8%
Q2 2019$8,061,000
-25.9%
62,256
-28.8%
5.09%
-40.7%
Q1 2019$10,877,00087,4748.58%
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