BDO Wealth Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 482 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.61 and the average weighting 0.7%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$4,058,236
+13.9%
17,246
-1.0%
0.46%
+6.4%
Q1 2023$3,564,289
+18.1%
17,428
-0.6%
0.44%
+16.5%
Q4 2022$3,017,303
-1.4%
17,535
-0.2%
0.38%
-7.9%
Q3 2022$3,061,000
+2.2%
17,562
+6.6%
0.41%
+10.6%
Q2 2022$2,994,000
-25.4%
16,480
-3.4%
0.37%
-14.2%
Q1 2022$4,016,000
-11.3%
17,060
-1.7%
0.43%
-10.4%
Q4 2021$4,528,000
+8.3%
17,363
-2.5%
0.48%
+4.1%
Q3 2021$4,181,000
-4.0%
17,808
-5.4%
0.46%
-4.6%
Q2 2021$4,353,000
+2.4%
18,815
-8.3%
0.48%
-3.8%
Q1 2021$4,249,000
-15.0%
20,519
-16.4%
0.50%
-28.7%
Q4 2020$5,000,000
+3.3%
24,539
-6.0%
0.70%
-10.8%
Q3 2020$4,842,000
+3.5%
26,115
-8.8%
0.79%
-4.1%
Q2 2020$4,680,000
+19.7%
28,621
-7.0%
0.82%
+4.1%
Q1 2020$3,911,000
-33.2%
30,773
-23.5%
0.79%
-47.7%
Q4 2019$5,857,000
-1.5%
40,208
-10.3%
1.51%
-0.8%
Q3 2019$5,946,000
-3.5%
44,818
-5.8%
1.52%
-9.3%
Q2 2019$6,164,000
-1.4%
47,602
-5.3%
1.68%
-7.5%
Q1 2019$6,251,000
+16.4%
50,267
+0.2%
1.82%
-1.7%
Q4 2018$5,368,000
-14.6%
50,163
+2.3%
1.85%
-9.1%
Q3 2018$6,286,000
+3.4%
49,047
-4.0%
2.03%
-1.9%
Q2 2018$6,081,000
+3.5%
51,113
-2.4%
2.07%
-6.1%
Q1 2018$5,876,000
+7.0%
52,350
-4.6%
2.21%
-8.0%
Q2 2017$5,493,00054,8992.40%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
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