Pinion Investment Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 198 filers reported holding VANGUARD WORLD FD in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
Pinion Investment Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$494,189
-34.1%
2,178
-31.7%
0.32%
-36.8%
Q2 2023$750,436
+23.2%
3,189
-8.8%
0.51%
-4.5%
Q3 2022$609,000
-3.8%
3,495
+0.3%
0.53%
+0.8%
Q2 2022$633,000
-25.0%
3,485
-2.8%
0.53%
-9.7%
Q1 2022$844,000
-52.6%
3,584
-50.2%
0.58%
-10.4%
Q4 2021$1,779,000
+106.1%
7,190
+95.5%
0.65%
-6.0%
Q3 2021$863,000
+6.0%
3,677
+4.5%
0.70%
+6.1%
Q2 2021$814,000
+9.7%
3,519
-1.8%
0.66%
-4.5%
Q1 2021$742,000
+2.9%
3,582
+1.3%
0.69%
-9.5%
Q4 2020$721,000
-8.0%
3,537
-26.2%
0.76%
-35.9%
Q3 2020$784,0000.0%4,7930.0%1.18%0.0%
Q2 2020$784,000
-6.0%
4,793
-27.0%
1.18%
-33.9%
Q1 2020$834,000
-13.2%
6,562
-0.5%
1.79%
+0.6%
Q4 2019$961,000
+10.8%
6,596
+1.0%
1.78%
+0.3%
Q3 2019$867,000
-5.3%
6,533
-7.6%
1.78%
-9.5%
Q2 2019$916,000
-9.8%
7,072
-13.4%
1.96%
+10.5%
Q1 2019$1,015,000
+24.7%
8,166
+7.3%
1.78%
+3.7%
Q4 2018$814,000
-8.9%
7,608
+9.1%
1.71%
-0.2%
Q3 2018$894,000
-10.2%
6,972
-16.8%
1.72%
-11.0%
Q2 2018$996,000
+11.4%
8,376
+5.1%
1.93%
+0.6%
Q1 2018$894,0007,9661.92%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2018
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders