Integrated Wealth Concepts LLC - 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
Integrated Wealth Concepts LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$796,849
-3.3%
3,512
+0.3%
0.01%0.0%
Q2 2023$823,823
+115768.2%
3,501
+0.7%
0.01%
-6.7%
Q1 2023$711
+16.4%
3,478
-2.1%
0.02%
-11.8%
Q4 2022$611
-99.9%
3,554
-20.2%
0.02%
-32.0%
Q3 2022$777,000
-5.1%
4,456
-1.2%
0.02%
-3.8%
Q2 2022$819,000
+6.4%
4,509
+37.9%
0.03%
+8.3%
Q1 2022$770,000
-10.4%
3,269
-0.8%
0.02%
-7.7%
Q4 2021$859,000
+1.2%
3,294
-8.9%
0.03%
-7.1%
Q3 2021$849,000
-6.9%
3,615
-8.3%
0.03%
-12.5%
Q2 2021$912,000
+27.4%
3,943
+14.0%
0.03%
+10.3%
Q1 2021$716,000
+13.1%
3,459
+11.3%
0.03%
-3.3%
Q4 2020$633,000
+3.8%
3,108
-5.6%
0.03%
-21.1%
Q3 2020$610,000
+68.0%
3,292
+48.1%
0.04%
+46.2%
Q2 2020$363,000
+31.5%
2,223
+2.3%
0.03%
+4.0%
Q1 2020$276,000
-12.7%
2,173
+0.1%
0.02%
-7.4%
Q4 2019$316,000
+30.0%
2,170
+18.7%
0.03%0.0%
Q3 2019$243,0001,8280.03%
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