Bernardo Wealth Planning LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 489 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$27,766,862
-1.7%
122,375
+2.0%
10.98%
-2.5%
Q2 2023$28,244,579
+10.2%
120,026
-4.2%
11.25%
+2.3%
Q1 2023$25,633,351
+20.6%
125,340
+1.5%
11.00%
+10.7%
Q4 2022$21,256,182
-2.1%
123,532
+2.3%
9.94%
-19.1%
Q3 2022$21,706,000
-1.1%
120,740
+0.0%
12.28%
-2.0%
Q2 2022$21,937,000
-21.0%
120,738
+2.3%
12.53%
-9.1%
Q1 2022$27,774,000
-6.2%
117,989
+3.9%
13.79%
-4.6%
Q4 2021$29,616,000
+13.3%
113,576
+2.0%
14.46%
-4.8%
Q3 2021$26,140,000
+4.8%
111,332
+3.3%
15.19%
+1.5%
Q2 2021$24,932,000
+16.9%
107,754
+4.6%
14.97%
+10.3%
Q1 2021$21,335,000
+6.7%
103,037
+5.0%
13.57%
+76.1%
Q4 2020$19,988,000
+1.4%
98,104
-7.8%
7.71%
-13.0%
Q3 2020$19,717,000
+16.8%
106,350
+3.0%
8.86%
-2.1%
Q2 2020$16,875,000
+191.2%
103,209
+126.4%
9.05%
+124.9%
Q1 2020$5,794,000
-8.8%
45,596
+4.5%
4.02%
+4.4%
Q4 2019$6,354,000
+8.7%
43,622
-1.1%
3.86%
-9.0%
Q3 2019$5,848,000
+1.3%
44,087
-1.1%
4.24%
-6.3%
Q2 2019$5,775,000
-7.7%
44,597
-11.3%
4.52%
-8.7%
Q1 2019$6,255,000
-55.0%
50,299
-61.3%
4.96%
-59.7%
Q4 2018$13,901,000129,90312.29%
Other shareholders
VANGUARD WORLD FD shareholders Q2 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