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 ↓
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