Strategic Investment Advisors / MI - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 429 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.8%.

Quarter-by-quarter ownership
Strategic Investment Advisors / MI ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$28,613,034
-52.2%
126,104
-50.4%
4.71%
-43.2%
Q2 2023$59,798,014
+134.8%
254,114
+104.1%
8.30%
+80.1%
Q1 2023$25,463,686
+31.1%
124,511
+10.3%
4.61%
+14.3%
Q4 2022$19,426,169
+22.5%
112,897
+24.1%
4.03%
+12.7%
Q3 2022$15,861,000
+20.3%
91,005
+25.4%
3.57%
+35.6%
Q2 2022$13,189,000
-18.7%
72,593
+5.3%
2.64%
-14.1%
Q1 2022$16,230,000
-10.6%
68,946
-1.0%
3.07%
-12.6%
Q4 2021$18,152,000
+11.6%
69,612
+0.5%
3.51%
-1.6%
Q3 2021$16,268,000
+3.6%
69,283
+2.1%
3.57%
-0.8%
Q2 2021$15,698,000
+11.5%
67,845
-0.2%
3.60%
-1.6%
Q1 2021$14,076,000
+3.4%
67,977
+1.7%
3.65%
-6.9%
Q4 2020$13,619,000
+282.9%
66,840
+248.7%
3.92%
+226.8%
Q3 2020$3,557,000
+27.1%
19,167
+12.0%
1.20%
+13.7%
Q2 2020$2,798,000
+27.1%
17,114
-1.2%
1.06%
+4.6%
Q1 2020$2,201,000
+10.3%
17,321
+26.4%
1.01%
+22.4%
Q4 2019$1,995,000
+60.0%
13,698
+45.7%
0.82%
+38.0%
Q3 2019$1,247,000
+4.4%
9,401
+3.2%
0.60%
-8.4%
Q2 2019$1,195,0009,1070.65%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
NameSharesValueWeighting ↓
Cassaday & Co Inc. 2,014,389$417,120,00053.05%
Zeit Capital LLC 78,878$16,333,00014.92%
Bernardo Wealth Planning LLC 103,037$21,335,00013.57%
FundX Investment Group, LLC 106,272$22,006,00012.42%
FC Advisory LLC 110,160$22,811,00011.10%
Pacific Center for Financial Services 109,749$22,726,00010.87%
Black Diamond Financial, LLC 116,654$24,156,00010.25%
BHK Investment Advisors, LLC 103,634$21,115,0009.81%
Stuart Chaussee & Associates, Inc. 113,894$23,584,0009.08%
Darwin Wealth Management, LLC 244,622$50,654,0008.84%
View complete list of VANGUARD WORLD FD shareholders