Portfolio Strategies, Inc. - 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
Portfolio Strategies, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$57,927,951
-4.6%
255,307
-1.1%
11.16%
+1.7%
Q2 2023$60,724,374
+501.0%
258,050
+422.3%
10.97%
+457.3%
Q1 2023$10,103,070
-51.8%
49,404
-59.4%
1.97%
-57.8%
Q4 2022$20,939,773
-2.4%
121,761
-1.3%
4.67%
-15.3%
Q3 2022$21,457,000
+1.0%
123,385
+5.8%
5.51%
+11.1%
Q2 2022$21,242,000
-23.3%
116,635
-0.9%
4.96%
-4.1%
Q1 2022$27,692,000
-7.8%
117,716
+2.2%
5.17%
-7.7%
Q4 2021$30,042,000
+10.6%
115,179
-0.4%
5.60%
+3.0%
Q3 2021$27,154,000
-0.6%
115,662
-2.0%
5.44%
+0.3%
Q2 2021$27,309,000
+217.6%
118,029
+184.2%
5.42%
+201.7%
Q1 2021$8,599,000
+3.4%
41,525
+1.8%
1.80%
+10.6%
Q4 2020$8,313,000
+2.5%
40,800
-7.3%
1.63%
-27.9%
Q3 2020$8,114,000
+15.0%
43,999
+2.0%
2.26%
-9.5%
Q2 2020$7,054,000
+27.9%
43,142
-0.6%
2.49%
-21.3%
Q1 2020$5,514,000
+339.0%
43,392
+403.2%
3.17%
+449.4%
Q4 2019$1,256,000
+126.3%
8,623
+105.9%
0.58%
+103.2%
Q3 2019$555,000
-1.4%
4,187
-3.8%
0.28%
-23.7%
Q2 2019$563,000
+1.3%
4,351
-2.7%
0.37%
-15.3%
Q1 2019$556,000
+16.1%
4,4720.0%0.44%
+5.5%
Q4 2018$479,000
-17.6%
4,472
-1.3%
0.42%
+22.7%
Q3 2018$581,000
+4.7%
4,533
-2.9%
0.34%
-8.1%
Q2 2018$555,000
+7.4%
4,667
+0.4%
0.37%
-7.3%
Q1 2018$517,000
-0.2%
4,647
-0.1%
0.40%
+11.5%
Q4 2017$518,0004,6510.36%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
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