Gladstone Institutional Advisory LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 232 filers reported holding VANGUARD WORLD FD in Q1 2019. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,095,168
-3.9%
4,827
-0.3%
0.07%
+2.9%
Q2 2023$1,139,236
+12.7%
4,841
-2.1%
0.07%
+6.2%
Q1 2023$1,011,272
+23.7%
4,945
+4.1%
0.06%
+12.1%
Q4 2022$817,571
+94856.0%
4,751
-3.8%
0.06%
-13.4%
Q3 2022$861
-5.8%
4,939
-1.8%
0.07%
-6.9%
Q2 2022$914
-25.1%
5,032
-2.9%
0.07%
-12.2%
Q1 2022$1,220
+24.6%
5,182
+38.1%
0.08%
+7.9%
Q4 2021$979
+7.3%
3,753
-3.3%
0.08%
-14.6%
Q3 2021$912
+0.1%
3,882
-1.4%
0.09%
-17.6%
Q2 2021$911
+11.1%
3,936
-0.6%
0.11%
-15.0%
Q1 2021$820
+8.8%
3,961
+7.1%
0.13%
-15.3%
Q4 2020$754
+8.5%
3,700
-1.3%
0.15%
-9.6%
Q3 2020$695
-99.9%
3,750
+5.1%
0.17%
+12.2%
Q2 2020$583,000
+8.0%
3,567
-16.1%
0.15%
+6.5%
Q1 2020$540,000
-9.2%
4,249
+4.1%
0.14%
-4.8%
Q4 2019$595,000
+0.7%
4,082
-8.4%
0.15%
-2.7%
Q3 2019$591,000
-2.5%
4,457
-4.8%
0.15%
-18.9%
Q2 2019$606,000
-18.5%
4,684
-21.7%
0.18%
-32.2%
Q1 2019$744,000
+11.7%
5,980
-3.9%
0.27%
-29.6%
Q4 2018$666,0006,2210.39%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2019
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders