LIBERTY WEALTH MANAGEMENT LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.8%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$746
-99.9%
3,286
+9.0%
0.19%
+6.3%
Q2 2023$709,265
+11.8%
3,014
-2.9%
0.18%
+33.6%
Q1 2023$634,549
+37.3%
3,103
+16.8%
0.13%
+6.5%
Q3 2022$462,000
+63.8%
2,656
+24.0%
0.12%
+7.9%
Q2 2022$282,000
+37.6%
2,142
+145.4%
0.11%
+54.1%
Q1 2022$205,000
-38.6%
873
-31.9%
0.07%
+428.6%
Q4 2021$334,000
-8.5%
1,281
-17.8%
0.01%
-89.2%
Q3 2021$365,000
+138.6%
1,558
+42.2%
0.13%
+120.3%
Q2 2021$153,000
+14.2%
1,096
+68.4%
0.06%
-9.2%
Q1 2021$134,0000.0%6510.0%0.06%
-1.5%
Q4 2020$134,000
-12.4%
651
-21.4%
0.07%
-26.7%
Q3 2020$153,000
+13.3%
828
+0.2%
0.09%
-5.3%
Q2 2020$135,000
+28.6%
826
+0.1%
0.10%
+3.3%
Q1 2020$105,000
-12.5%
825
+0.2%
0.09%
-3.2%
Q4 2019$120,000
+10.1%
823
+0.6%
0.10%
-7.8%
Q3 2019$109,000
+2.8%
818
+0.4%
0.10%
+10.8%
Q2 2019$106,000
+5.0%
8150.0%0.09%
+22.4%
Q1 2019$101,000
+16.1%
8150.0%0.08%
+16.9%
Q4 2018$87,0008150.06%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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