Pasadena Private Wealth, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
Pasadena Private Wealth, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2021$769,000
+29.5%
2,950
+16.7%
0.25%
+21.2%
Q3 2021$594,000
-10.1%
2,528
-11.5%
0.21%
-8.0%
Q2 2021$661,000
+24.0%
2,858
+11.1%
0.23%
+17.1%
Q1 2021$533,000
+2.9%
2,572
+1.2%
0.19%
-1.5%
Q4 2020$518,000
+6.6%
2,541
-3.2%
0.20%
+3.7%
Q3 2020$486,000
-45.6%
2,624
-52.0%
0.19%
-44.2%
Q2 2020$894,000
-2.0%
5,470
-19.4%
0.34%
-9.8%
Q1 2020$912,0006,7860.38%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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