Spectrum Planning & Advisory Services Inc. - 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
Spectrum Planning & Advisory Services Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$203,756
-3.5%
8980.0%0.32%
+1.6%
Q2 2023$211,210
+0.1%
8980.0%0.32%
+63.7%
Q1 2022$211,000
-9.8%
8980.0%0.19%
-9.4%
Q4 2021$234,000
+10.9%
8980.0%0.21%
+2.9%
Q3 2021$211,000
+1.4%
8980.0%0.21%
+3.5%
Q2 2021$208,0008980.20%
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