JGP Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 528 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.

Quarter-by-quarter ownership
JGP Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$385,730
-3.6%
1,7000.0%0.06%0.0%
Q2 2023$400,044
+8.7%
1,700
-5.6%
0.06%0.0%
Q1 2023$368,118
+18.9%
1,8000.0%0.06%
+14.0%
Q4 2022$309,726
-2.0%
1,8000.0%0.06%
-13.6%
Q3 2022$316,000
-6.5%
1,8000.0%0.07%
-2.9%
Q2 2022$338,000
+14.2%
1,800
+38.5%
0.07%
+23.6%
Q1 2022$296,000
-9.5%
1,3000.0%0.06%
-9.8%
Q4 2021$327,000
+7.2%
1,3000.0%0.06%
-7.6%
Q3 2021$305,000
+1.3%
1,3000.0%0.07%
+1.5%
Q2 2021$301,000
+11.9%
1,3000.0%0.06%
+8.3%
Q1 2021$269,000
-2.5%
1,3000.0%0.06%
-6.2%
Q4 2020$276,000
+13.1%
1,3000.0%0.06%
-1.5%
Q3 2020$244,000
+9.9%
1,3000.0%0.06%0.0%
Q2 2020$222,0001,3000.06%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2023
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders