Fulcrum Equity Management - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 446 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 0.42 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 Q3 2021
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