WealthOne, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.

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 2023
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 116,914$27,522,00024.76%
Zeit Capital LLC 75,802$17,844,00014.93%
Bernardo Wealth Planning LLC 117,989$27,774,00013.79%
FC Advisory LLC 111,874$26,335,00011.41%
ANGELES WEALTH MANAGEMENT, LLC 244,778$57,621,00010.90%
Blackston Financial Advisory Group, LLC 69,828$16,396,00010.69%
BHK Investment Advisors, LLC 103,702$24,411,00010.21%
Financial Sense Advisors, Inc. 109,461$25,767,0009.65%
Pacific Center for Financial Services 109,461$25,767,0009.21%
Greytown Advisors Inc. 79,587$18,731,0009.05%
View complete list of VANGUARD WORLD FD shareholders