Paradigm Financial Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 429 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.8%.

Quarter-by-quarter ownership
Paradigm Financial Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2022$245,000
-15.5%
1,068
-4.0%
0.05%
-11.5%
Q4 2021$290,000
+5.8%
1,112
-3.1%
0.06%
-6.2%
Q3 2021$274,0000.0%1,147
-3.2%
0.06%
-4.4%
Q2 2021$274,000
+1.5%
1,185
-9.1%
0.07%
-6.8%
Q1 2021$270,000
-4.6%
1,303
-6.3%
0.07%
-11.0%
Q4 2020$283,000
+6.4%
1,390
-3.1%
0.08%
-12.8%
Q3 2020$266,000
+8.1%
1,434
-1.0%
0.09%
-3.1%
Q2 2020$246,000
-71.3%
1,448
-77.3%
0.10%
-78.0%
Q1 2020$858,000
-57.5%
6,385
-53.9%
0.44%
-43.8%
Q4 2019$2,017,000
+50.3%
13,844
+35.3%
0.78%
+27.5%
Q3 2019$1,342,000
+4.3%
10,235
+2.9%
0.62%
+7.3%
Q2 2019$1,287,000
+27.0%
9,942
+22.0%
0.57%
+21.1%
Q1 2019$1,013,0008,1480.47%
Other shareholders
VANGUARD WORLD FD shareholders Q2 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