Fulcrum Equity Management - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 432 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.8%.

Quarter-by-quarter ownership
Fulcrum Equity Management ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$871,308
-57.4%
3,840
-55.9%
1.02%
-14.0%
Q2 2023$2,047,284
-10.5%
8,700
-22.2%
1.19%
+10.5%
Q1 2023$2,287,240
+127.1%
11,184
+161.3%
1.07%
+80.2%
Q1 2022$1,007,000
+192.7%
4,280
+188.2%
0.60%
+365.6%
Q2 2021$344,0001,4850.13%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
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