Keystone Financial Group - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 482 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.61 and the average weighting 0.7%.

Quarter-by-quarter ownership
Keystone Financial Group ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$654,383
-2.0%
2,884
+1.6%
0.11%
-3.5%
Q2 2023$668,075
+44.3%
2,839
+5.5%
0.11%
+25.3%
Q4 2022$463,040
-1.3%
2,6910.0%0.09%
-4.2%
Q3 2022$469,000
-4.1%
2,6910.0%0.10%
-2.1%
Q2 2022$489,000
-15.0%
2,691
+10.2%
0.10%
-1.0%
Q1 2022$575,000
-6.2%
2,441
+3.8%
0.10%
-3.0%
Q4 2021$613,000
+78.2%
2,351
+60.4%
0.10%
+62.9%
Q3 2021$344,000
+39.3%
1,466
+37.5%
0.06%
+37.8%
Q2 2021$247,000
+6.9%
1,066
-4.5%
0.04%0.0%
Q1 2021$231,0001,1160.04%
Other shareholders
VANGUARD WORLD FD shareholders Q3 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