Fulcrum Equity Management - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 489 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.

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 2022
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders