Bogart Wealth, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 528 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$70,339
-58.4%
310
-56.8%
0.00%
-63.6%
Q2 2023$168,960
-7.3%
718
-19.4%
0.01%
-8.3%
Q1 2023$182,218
-18.5%
891
-31.5%
0.01%
-25.0%
Q4 2022$223,691
+229.0%
1,300
+234.2%
0.02%
+166.7%
Q3 2022$68,000
-99.5%
389
-99.5%
0.01%
-99.5%
Q2 2022$13,248,00072,9171.16%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2023
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