Foundations 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
Foundations Investment Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$24,035,631
+21.8%
76,495
+11.1%
0.58%
+12.8%
Q1 2024$19,736,393
+115.4%
68,861
+103.0%
0.52%
+110.2%
Q4 2023$9,161,877
+4201.2%
33,923
+3512.7%
0.25%
+3414.3%
Q3 2023$213,008
-80.3%
939
-78.1%
0.01%
-82.9%
Q4 2021$1,080,000
+297.1%
4,281
+223.6%
0.04%
+127.8%
Q4 2020$272,000
-43.8%
1,323
-49.8%
0.02%
-83.0%
Q3 2020$484,000
-98.0%
2,633
-98.2%
0.11%
-95.1%
Q2 2020$24,600,000
-65.3%
147,915
-69.1%
2.18%
-75.0%
Q4 2019$70,792,000
+24.1%
478,876
+9.3%
8.70%
+16.4%
Q3 2019$57,027,000
+8.8%
438,161
+10.8%
7.48%
-5.0%
Q2 2019$52,395,000
+65.0%
395,521
+59.6%
7.87%
+1.8%
Q3 2018$31,756,000
+19.3%
247,763
+10.7%
7.73%
+9.0%
Q2 2018$26,618,000223,7407.09%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2018
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