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 3,832,002$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