Measured Wealth Private Client Group, 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
Measured Wealth Private Client Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$416,870
-7.7%
1,837
-4.3%
0.17%
-2.3%
Q2 2023$451,871
+15.1%
1,9200.0%0.17%
+13.9%
Q1 2023$392,709
+18.9%
1,9200.0%0.15%
+11.0%
Q4 2022$330,416
-1.4%
1,9200.0%0.14%
-8.1%
Q3 2022$335,000
-4.0%
1,9200.0%0.15%
-3.9%
Q2 2022$349,000
-23.5%
1,920
-0.9%
0.15%
-8.3%
Q1 2022$456,000
-9.7%
1,9380.0%0.17%
-5.6%
Q4 2021$505,000
+11.0%
1,9380.0%0.18%
+1.7%
Q3 2021$455,000
+1.6%
1,9380.0%0.18%
+22.4%
Q2 2021$448,000
+11.7%
1,9380.0%0.14%
+0.7%
Q1 2021$401,000
+1.5%
1,9380.0%0.14%
-13.9%
Q4 2020$395,000
+10.0%
1,9380.0%0.16%
-5.2%
Q3 2020$359,000
+3.2%
1,938
-9.0%
0.17%
-14.3%
Q2 2020$348,000
+20.0%
2,129
-6.5%
0.20%
-10.2%
Q1 2020$290,000
-12.7%
2,2780.0%0.23%
+2.3%
Q4 2019$332,000
+9.9%
2,278
+0.0%
0.22%
+13.3%
Q3 2019$302,000
-51.8%
2,277
-52.9%
0.20%
-46.0%
Q2 2019$626,000
-9.1%
4,834
-12.8%
0.36%
-15.1%
Q1 2019$689,000
+17.6%
5,543
+1.3%
0.42%
-20.0%
Q4 2018$586,000
-31.5%
5,474
-17.9%
0.53%
+3.5%
Q3 2018$855,000
-0.8%
6,668
-8.0%
0.51%
-26.9%
Q2 2018$862,000
-21.7%
7,250
-31.1%
0.70%
-53.4%
Q3 2017$1,101,00010,5171.50%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders