Bogart Wealth, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 13 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

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 Q4 2023
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