Foundations Investment Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 235 filers reported holding VANGUARD WORLD FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
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 2019
NameSharesValueWeighting ↓
Cassaday & Co Inc. 2,014,389$417,120,00053.05%
Zeit Capital LLC 78,878$16,333,00014.92%
Bernardo Wealth Planning LLC 103,037$21,335,00013.57%
FundX Investment Group, LLC 106,272$22,006,00012.42%
FC Advisory LLC 110,160$22,811,00011.10%
Pacific Center for Financial Services 109,749$22,726,00010.87%
Black Diamond Financial, LLC 116,654$24,156,00010.25%
BHK Investment Advisors, LLC 103,634$21,115,0009.81%
Stuart Chaussee & Associates, Inc. 113,894$23,584,0009.08%
Darwin Wealth Management, LLC 244,622$50,654,0008.84%
View complete list of VANGUARD WORLD FD shareholders