EverSource Wealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,072,175
-7.1%
17,947
-3.6%
0.43%
-10.6%
Q2 2023$4,383,070
+14.3%
18,626
-0.7%
0.48%
+1.3%
Q1 2023$3,835,065
+22.9%
18,752
+3.4%
0.48%
+1.1%
Q4 2022$3,119,285
-1.4%
18,128
-0.2%
0.47%
-34.9%
Q3 2022$3,165,000
-12.2%
18,160
-8.5%
0.72%
-22.0%
Q2 2022$3,606,000
-24.5%
19,844
-2.2%
0.93%
-23.2%
Q1 2022$4,775,000
-27.5%
20,286
-19.7%
1.21%
-34.3%
Q4 2021$6,585,00025,2531.84%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders