Advisor OS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 446 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.

Quarter-by-quarter ownership
Advisor OS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,443,857
-19.7%
6,363
-16.7%
0.22%
-26.5%
Q2 2023$1,798,141
+14.3%
7,641
-0.7%
0.29%
-22.2%
Q1 2023$1,573,758
+11.6%
7,695
-6.1%
0.38%
+1.1%
Q4 2022$1,409,878
-5.2%
8,194
-4.0%
0.37%
-16.5%
Q3 2022$1,487,000
-9.5%
8,533
-5.7%
0.45%
-6.7%
Q2 2022$1,644,000
-25.2%
9,047
-3.1%
0.48%
-24.5%
Q1 2022$2,197,000
-23.0%
9,335
-14.7%
0.64%
+9.3%
Q4 2021$2,855,000
+38.0%
10,950
+24.2%
0.58%
+29.3%
Q3 2021$2,069,000
+28.3%
8,813
+26.5%
0.45%
+34.3%
Q2 2021$1,612,000
-92.5%
6,967
-93.4%
0.34%
-94.2%
Q4 2020$21,453,000
+133.7%
105,292
+112.7%
5.76%
+49.5%
Q3 2020$9,178,00049,5053.85%
Other shareholders
VANGUARD WORLD FD shareholders Q3 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