Castle Rock Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 483 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$269,298
-1.6%
1,163
+0.1%
0.09%
-3.2%
Q2 2023$273,663
+13.2%
1,162
+0.1%
0.09%
+8.1%
Q1 2023$241,820
+10.1%
1,161
+0.1%
0.09%
-12.2%
Q4 2022$219,573
-1.1%
1,160
+0.2%
0.10%
-13.3%
Q2 2022$222,000
-14.6%
1,158
+0.1%
0.11%
-5.8%
Q1 2022$260,000
-16.1%
1,157
-14.7%
0.12%
-4.8%
Q4 2021$310,000
-12.2%
1,3560.0%0.13%
+4.1%
Q3 2021$353,000
+8.3%
1,356
+0.1%
0.12%
+0.8%
Q2 2021$326,000
+9.8%
1,355
+0.1%
0.12%0.0%
Q1 2021$297,000
-30.0%
1,354
-33.4%
0.12%
-31.8%
Q4 2020$424,000
-10.7%
2,033
-23.6%
0.18%
-36.7%
Q2 2020$475,000
+21.5%
2,661
+0.0%
0.28%
-17.5%
Q1 2020$391,000
-7.3%
2,660
+0.1%
0.34%
-11.3%
Q4 2019$422,000
+7.4%
2,658
-6.9%
0.38%
-6.9%
Q3 2019$393,0002,8550.41%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders