GREAT VALLEY ADVISOR GROUP, INC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 13 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$350,851
-10.0%
1,545
-6.6%
0.02%
-6.2%
Q2 2023$389,673
+25.9%
1,654
+9.3%
0.02%
+14.3%
Q1 2023$309,450
+18.3%
1,513
-0.5%
0.01%
+7.7%
Q4 2022$261,681
+1.4%
1,521
+2.8%
0.01%
-7.1%
Q3 2022$258,000
-36.5%
1,479
-33.8%
0.01%
-36.4%
Q2 2022$406,0002,2330.02%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2023
NameSharesValueWeighting ↓
Cassaday & Co Inc. 2,014,389$417,120,00053.05%
Zeit Capital LLC 78,878$16,333,00014.92%
Bernardo Wealth Planning LLC 103,037$21,335,00013.57%
FundX Investment Group, LLC 106,272$22,006,00012.42%
FC Advisory LLC 110,160$22,811,00011.10%
Pacific Center for Financial Services 109,749$22,726,00010.87%
Black Diamond Financial, LLC 116,654$24,156,00010.25%
BHK Investment Advisors, LLC 103,634$21,115,0009.81%
Stuart Chaussee & Associates, Inc. 113,894$23,584,0009.08%
Darwin Wealth Management, LLC 244,622$50,654,0008.84%
View complete list of VANGUARD WORLD FD shareholders