Foundations Investment Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.

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 Q4 2020
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 116,914$27,522,00024.76%
Zeit Capital LLC 75,802$17,844,00014.93%
Bernardo Wealth Planning LLC 117,989$27,774,00013.79%
FC Advisory LLC 111,874$26,335,00011.41%
ANGELES WEALTH MANAGEMENT, LLC 244,778$57,621,00010.90%
Blackston Financial Advisory Group, LLC 69,828$16,396,00010.69%
BHK Investment Advisors, LLC 103,702$24,411,00010.21%
Financial Sense Advisors, Inc. 109,461$25,767,0009.65%
Pacific Center for Financial Services 109,461$25,767,0009.21%
Greytown Advisors Inc. 79,587$18,731,0009.05%
View complete list of VANGUARD WORLD FD shareholders