Icon Wealth Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 489 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$282,559
+9.6%
1,245
+13.7%
0.03%
+18.5%
Q2 2023$257,747
+15.1%
1,0950.0%0.03%
+12.5%
Q1 2023$224,0000.0%1,095
-11.2%
0.02%
-11.1%
Q2 2022$224,000
-22.8%
1,2330.0%0.03%
-6.9%
Q1 2022$290,000
+7.8%
1,233
+19.4%
0.03%
+7.4%
Q4 2021$269,000
+1.1%
1,033
-8.8%
0.03%
-3.6%
Q3 2021$266,000
-6.7%
1,133
-8.1%
0.03%
-9.7%
Q2 2021$285,000
+21.3%
1,233
+8.8%
0.03%
+6.9%
Q1 2021$235,000
+1.7%
1,1330.0%0.03%
-19.4%
Q4 2020$231,000
+10.0%
1,1330.0%0.04%
-12.2%
Q3 2020$210,000
+37.3%
1,133
-8.1%
0.04%
-28.1%
Q1 2019$153,000
+15.9%
1,2330.0%0.06%
-10.9%
Q4 2018$132,000
-16.5%
1,2330.0%0.06%
-3.0%
Q3 2018$158,000
+7.5%
1,2330.0%0.07%
+6.5%
Q2 2018$147,000
+6.5%
1,2330.0%0.06%
-16.2%
Q1 2018$138,000
+273.0%
1,233
+270.3%
0.07%
+311.1%
Q4 2017$37,0003330.02%
Other shareholders
VANGUARD WORLD FD shareholders Q2 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