Beacon Pointe Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 483 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$27,885,091
-10.3%
122,896
-7.0%
0.35%
-31.7%
Q2 2023$31,093,223
-7.4%
132,132
-19.5%
0.51%
-11.2%
Q1 2023$33,575,928
+10.2%
164,177
-7.3%
0.57%
-3.2%
Q4 2022$30,467,605
-3.1%
177,065
-1.9%
0.59%
-16.1%
Q3 2022$31,455,000
-11.9%
180,427
-8.1%
0.70%
-6.6%
Q2 2022$35,701,000
-27.4%
196,408
-6.0%
0.75%
+11.9%
Q1 2022$49,168,000
-6.5%
208,871
+3.5%
0.67%
-50.8%
Q4 2021$52,603,000
-4.9%
201,728
-14.4%
1.37%
+0.4%
Q3 2021$55,329,000
-12.3%
235,645
-13.5%
1.36%
-38.9%
Q2 2021$63,055,000272,5182.23%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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