Cypress Wealth Services, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$7,103,599
-7.3%
31,307
-1.2%
1.97%
-2.2%
Q2 2023$7,663,627
+16.1%
31,690
-1.8%
2.01%
+4.2%
Q1 2023$6,599,305
+14.5%
32,269
-3.7%
1.93%
+4.3%
Q4 2022$5,763,003
-8.0%
33,492
-6.0%
1.85%
-13.0%
Q3 2022$6,261,000
-3.9%
35,640
-0.6%
2.13%
+2.4%
Q2 2022$6,516,000
-27.6%
35,865
-6.1%
2.08%
-15.2%
Q1 2022$8,996,000
-11.8%
38,215
-2.3%
2.45%
-12.2%
Q4 2021$10,204,000
+11.6%
39,130
+0.5%
2.79%
+2.0%
Q3 2021$9,144,000
+0.3%
38,943
-1.2%
2.74%
+10.0%
Q2 2021$9,117,000
+10.7%
39,404
-1.0%
2.49%
+44.5%
Q1 2021$8,238,000
-0.8%
39,782
-2.4%
1.72%
-7.1%
Q4 2020$8,301,000
+9.9%
40,741
-0.0%
1.85%
-4.2%
Q3 2020$7,555,000
+19.0%
40,752
+4.9%
1.94%
+28.1%
Q2 2020$6,349,000
+26.7%
38,830
-1.5%
1.51%
+2.5%
Q1 2020$5,010,000
-23.4%
39,427
-12.2%
1.47%
-10.6%
Q4 2019$6,538,000
+8.2%
44,885
-1.5%
1.65%
-0.5%
Q3 2019$6,044,000
+4.6%
45,560
+2.1%
1.66%
-0.5%
Q2 2019$5,779,000
+3.1%
44,635
-1.0%
1.67%
-6.1%
Q1 2019$5,605,000
+18.0%
45,074
+1.5%
1.78%
-5.7%
Q4 2018$4,750,000
-16.3%
44,387
+0.3%
1.88%
-7.2%
Q3 2018$5,673,000
+13.0%
44,259
+4.8%
2.03%
+6.4%
Q2 2018$5,022,000
+4.5%
42,214
-1.4%
1.91%
-7.0%
Q1 2018$4,807,000
+1.2%
42,832
+0.4%
2.05%
+4.0%
Q4 2017$4,751,00042,6721.97%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 116,914$27,522,00024.76%
Zeit Capital LLC 75,802$17,844,00014.93%
Bernardo Wealth Planning LLC 117,989$27,774,00013.79%
FC Advisory LLC 111,874$26,335,00011.41%
ANGELES WEALTH MANAGEMENT, LLC 244,778$57,621,00010.90%
Blackston Financial Advisory Group, LLC 69,828$16,396,00010.69%
BHK Investment Advisors, LLC 103,702$24,411,00010.21%
Financial Sense Advisors, Inc. 109,461$25,767,0009.65%
Pacific Center for Financial Services 109,461$25,767,0009.21%
Greytown Advisors Inc. 79,587$18,731,0009.05%
View complete list of VANGUARD WORLD FD shareholders