Financial Advocates Investment Management - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 535 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$4,085,070
+18.1%
13,001
+7.6%
0.25%
+26.5%
Q1 2024$3,458,567
+26.3%
12,087
+14.5%
0.20%
+11.7%
Q4 2023$2,737,889
+22.3%
10,560
+6.9%
0.18%
+11.2%
Q3 2023$2,238,721
+207.2%
9,876
+218.9%
0.16%
+209.6%
Q2 2023$728,690
+62.0%
3,097
+40.8%
0.05%
+62.5%
Q1 2023$449,795
+22.1%
2,199
+2.7%
0.03%
+18.5%
Q4 2022$368,429
-1.8%
2,141
-15.5%
0.03%
-12.9%
Q3 2022$375,000
-38.3%
2,534
-1.9%
0.03%
-22.5%
Q1 2022$608,000
+28.0%
2,584
+29.9%
0.04%
+33.3%
Q4 2021$475,000
-15.2%
1,989
-16.6%
0.03%
-21.1%
Q3 2021$560,000
+32.4%
2,385
+19.5%
0.04%
+35.7%
Q2 2021$423,000
-22.1%
1,996
-23.8%
0.03%
-26.3%
Q1 2021$543,000
-10.0%
2,620
-11.5%
0.04%
-7.3%
Q4 2020$603,000
+6.9%
2,962
-2.8%
0.04%
-14.6%
Q3 2020$564,000
+41.0%
3,046
+24.5%
0.05%
+26.3%
Q2 2020$400,000
-93.5%
2,446
-95.0%
0.04%
-95.0%
Q1 2019$6,139,000
+15.4%
49,372
-0.7%
0.76%
+5.2%
Q4 2018$5,321,000
-14.8%
49,727
+2.1%
0.73%
+4.2%
Q3 2018$6,245,000
+7.4%
48,723
+0.1%
0.70%
-1.0%
Q2 2018$5,815,000
+57.6%
48,668
+48.1%
0.70%
+46.7%
Q1 2018$3,689,000
+16.7%
32,871
+15.8%
0.48%
+11.4%
Q4 2017$3,161,00028,3870.43%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2023
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 119,456$21,704,00023.25%
Tower Wealth Partners, Inc. 56,363$10,241,00013.61%
Zeit Capital LLC 76,404$13,883,00013.34%
Bernardo Wealth Planning LLC 120,738$21,937,00012.53%
Greytown Advisors Inc. 96,310$17,498,0009.92%
Blackston Financial Advisory Group, LLC 78,261$14,995,0009.80%
FC Advisory LLC 111,649$20,285,0009.71%
ANGELES WEALTH MANAGEMENT, LLC 263,936$47,954,0009.58%
BHK Investment Advisors, LLC 114,827$20,863,0009.38%
Black Diamond Financial, LLC 117,956$21,525,0008.48%
View complete list of VANGUARD WORLD FD shareholders