Geneos Wealth Management Inc. - 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
Geneos Wealth Management Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$115,482
-7.5%
509
-4.1%
0.01%
-14.3%
Q2 2023$124,895
+20.1%
531
+4.3%
0.01%
+16.7%
Q1 2023$104,007
-20.6%
509
-33.1%
0.01%
-25.0%
Q4 2022$130,996
+48.9%
761
+48.9%
0.01%
+33.3%
Q3 2022$88,000
-12.9%
511
-7.8%
0.01%
+20.0%
Q2 2022$101,000
-22.3%
554
+0.2%
0.01%
-16.7%
Q1 2022$130,000
-90.3%
553
-89.3%
0.01%
-88.2%
Q4 2021$1,342,000
+1297.9%
5,149
+1171.4%
0.05%
+1175.0%
Q3 2021$96,000
+57.4%
405
+54.0%
0.00%
+100.0%
Q2 2021$61,000
-95.9%
263
-96.0%
0.00%
-95.1%
Q1 2021$1,476,000
+231.7%
6,653
-21.8%
0.04%
+127.8%
Q4 2020$445,000
+239.7%
8,504
+1071.3%
0.02%
+157.1%
Q3 2020$131,000
+101.5%
726
+74.5%
0.01%
+75.0%
Q2 2020$65,0004160.00%
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