Black Diamond Financial, 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
Black Diamond Financial, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$30,319,968
-4.7%
133,627
-1.2%
9.33%
-0.9%
Q2 2023$31,817,046
+19.0%
135,207
+3.4%
9.42%
+7.3%
Q1 2023$26,737,126
+20.3%
130,738
+1.2%
8.78%
+9.2%
Q4 2022$22,228,210
-3.1%
129,181
-1.8%
8.04%
-13.0%
Q3 2022$22,934,000
+6.5%
131,576
+11.5%
9.24%
+9.0%
Q2 2022$21,525,000
-23.4%
117,956
-1.2%
8.48%
-4.5%
Q1 2022$28,115,000
-12.0%
119,436
-2.5%
8.87%
-17.5%
Q4 2021$31,947,000
+40.3%
122,515
+26.3%
10.76%
-1.6%
Q3 2021$22,778,000
-17.9%
97,011
-19.0%
10.94%
+0.9%
Q2 2021$27,750,000
+14.9%
119,804
+2.7%
10.84%
+5.8%
Q1 2021$24,156,000
+4.7%
116,654
+3.0%
10.25%
-3.2%
Q4 2020$23,071,000
+14.3%
113,230
+4.0%
10.59%
-6.4%
Q3 2020$20,190,000
+23.6%
108,897
+9.0%
11.32%
+6.1%
Q2 2020$16,341,000
+172.4%
99,936
+111.7%
10.67%
+134.3%
Q1 2020$5,999,000
+0.3%
47,206
+15.0%
4.55%
+5.1%
Q4 2019$5,980,000
+21.1%
41,052
+10.2%
4.33%
+18.9%
Q3 2019$4,940,000
+16.5%
37,239
+13.8%
3.64%
+0.8%
Q2 2019$4,239,000
+6.1%
32,736
+1.9%
3.61%
+1.0%
Q1 2019$3,997,000
+8.9%
32,141
-7.2%
3.58%
+23.7%
Q4 2018$3,671,00034,6232.89%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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