9258 Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 406 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,599,490
-4.6%
20,271
-1.0%
0.89%
-1.4%
Q2 2023$4,820,766
+12.1%
20,486
-2.6%
0.91%
+4.5%
Q1 2023$4,300,027
+17.5%
21,026
-1.2%
0.87%
+9.6%
Q4 2022$3,660,961
-1.6%
21,276
-0.4%
0.79%
-16.8%
Q3 2022$3,722,000
-8.2%
21,355
-4.3%
0.95%
-8.4%
Q2 2022$4,053,000
-22.6%
22,305
+0.3%
1.04%
-14.5%
Q1 2022$5,237,000
-9.7%
22,2490.0%1.22%
-8.7%
Q4 2021$5,802,000
+7.6%
22,249
-3.1%
1.33%
-7.6%
Q3 2021$5,393,000
+1.3%
22,967
-0.2%
1.44%
+0.4%
Q2 2021$5,326,000
+12.7%
23,017
+0.9%
1.43%
+1.1%
Q1 2021$4,725,000
+1.1%
22,817
-0.6%
1.42%
-6.9%
Q4 2020$4,675,000
+13.8%
22,9470.0%1.52%
-1.9%
Q3 2020$4,109,000
+8.6%
22,947
-0.9%
1.55%
+1.2%
Q2 2020$3,785,000
+14.3%
23,1500.0%1.53%
+5.4%
Q1 2020$3,312,000
-3.6%
23,150
-1.8%
1.46%
+15.6%
Q4 2019$3,434,00023,5781.26%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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