EverSource Wealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 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 Q1 2022
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders