Summit Financial, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.8%.

Quarter-by-quarter ownership
Summit Financial, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2022$268,803,000
-9.6%
1,142
+0.1%
0.02%
-8.7%
Q4 2021$297,467,000
+11.2%
1,141
+0.3%
0.02%0.0%
Q3 2021$267,590,000
+1.6%
1,1380.0%0.02%
-11.5%
Q2 2021$263,387,000
+15.1%
1,138
+3.0%
0.03%
-13.3%
Q1 2021$228,827,000
+1.8%
1,105
+0.1%
0.03%
-6.2%
Q4 2020$224,861,0001,1040.03%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
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