Global Retirement Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 446 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,528,416
-0.4%
11,079
+2.7%
0.13%
+2.4%
Q2 2023$2,539,431
+29.9%
10,791
+13.3%
0.12%
+19.2%
Q1 2023$1,954,654
+182.1%
9,526
+136.6%
0.10%
+116.7%
Q4 2022$692,944
-10.4%
4,027
-5.7%
0.05%
-18.6%
Q3 2022$773,000
-0.3%
4,271
+0.1%
0.06%
-4.8%
Q2 2022$775,000
-4.2%
4,268
-2.1%
0.06%
-3.1%
Q1 2022$809,000
-46.2%
4,361
-31.9%
0.06%
-57.0%
Q3 2021$1,503,000
+109.6%
6,401
+106.6%
0.15%
+104.1%
Q2 2021$717,000
+15.8%
3,099
+3.6%
0.07%
+1.4%
Q1 2021$619,000
-1.4%
2,990
-2.9%
0.07%
-8.9%
Q4 2020$628,000
+10.0%
3,0800.0%0.08%
-6.0%
Q3 2020$571,000
+17.7%
3,080
+3.8%
0.08%
+9.1%
Q2 2020$485,000
+54.0%
2,967
+19.6%
0.08%
+28.3%
Q1 2020$315,000
-14.9%
2,480
-2.5%
0.06%
+5.3%
Q4 2019$370,000
+7.2%
2,543
-2.1%
0.06%0.0%
Q3 2019$345,000
+2.7%
2,5970.0%0.06%
-10.9%
Q2 2019$336,000
+27.3%
2,597
+22.2%
0.06%0.0%
Q1 2019$264,000
+16.3%
2,1250.0%0.06%
+10.3%
Q4 2018$227,000
-16.5%
2,1250.0%0.06%
-4.9%
Q3 2018$272,000
+7.5%
2,1250.0%0.06%
-4.7%
Q2 2018$253,000
+5.9%
2,1250.0%0.06%
-3.0%
Q1 2018$239,000
+11.7%
2,125
+10.6%
0.07%
+11.9%
Q4 2017$214,000
+5.4%
1,921
-0.9%
0.06%
-29.8%
Q3 2017$203,000
+4.6%
1,9380.0%0.08%
-7.7%
Q2 2017$194,000
+4.9%
1,9380.0%0.09%
-11.7%
Q1 2017$185,000
+9.5%
1,9380.0%0.10%
-9.6%
Q4 2016$169,0001,9380.11%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
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