Steward Partners Investment Advisory, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 565 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,524,593
-9.9%
6,719
-6.6%
0.02%
-8.0%
Q2 2023$1,691,999
+19.2%
7,190
+3.6%
0.02%
+8.7%
Q1 2023$1,419,338
+37.3%
6,940
+15.5%
0.02%
+27.8%
Q4 2022$1,033,997
-5.6%
6,009
-4.4%
0.02%
-10.0%
Q3 2022$1,095,000
+4.9%
6,284
+9.3%
0.02%
+5.3%
Q2 2022$1,044,000
-29.1%
5,747
-8.1%
0.02%
-17.4%
Q1 2022$1,472,000
-30.4%
6,252
-22.9%
0.02%
-28.1%
Q4 2021$2,115,000
+39.3%
8,112
+25.5%
0.03%
+23.1%
Q3 2021$1,518,000
+3.0%
6,465
+1.5%
0.03%
+4.0%
Q2 2021$1,474,000
-100.0%
6,372
-64.5%
0.02%
-24.2%
Q1 2021$3,716,466,000
+297693.8%
17,948
+193.1%
0.03%
+22.2%
Q4 2020$1,248,000
+12.2%
6,124
+2.1%
0.03%
-3.6%
Q3 2020$1,112,000
+102.2%
6,000
+78.3%
0.03%
+75.0%
Q2 2020$550,0003,3650.02%
Other shareholders
VANGUARD WORLD FD shareholders Q2 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