WealthOne, 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
WealthOne, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$689,401
+13.7%
2,930
-1.1%
0.25%
+6.8%
Q1 2023$606,146
+30.2%
2,964
+9.6%
0.24%
+25.4%
Q4 2022$465,449
-1.8%
2,705
-0.6%
0.19%
-7.8%
Q3 2022$474,000
-4.0%
2,722
+0.1%
0.20%
+1.5%
Q2 2022$494,000
-24.8%
2,720
-2.6%
0.20%
-12.6%
Q1 2022$657,000
-35.8%
2,793
-36.0%
0.23%
-39.8%
Q3 2021$1,024,000
-7.2%
4,362
-8.5%
0.38%
-10.9%
Q2 2021$1,103,000
+16.6%
4,766
+4.3%
0.43%
+5.9%
Q1 2021$946,000
-4.2%
4,569
-5.6%
0.41%
-14.5%
Q4 2020$987,000
-8.9%
4,842
-17.1%
0.48%
-22.0%
Q3 2020$1,083,000
-8.6%
5,839
-19.4%
0.61%
-16.1%
Q2 2020$1,185,000
+82.6%
7,246
+41.9%
0.73%
+46.3%
Q1 2020$649,000
+3315.8%
5,106
+2801.1%
0.50%
+2823.5%
Q4 2018$19,0001760.02%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders