Joseph P. Lucia & Associates, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 489 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2022$17,000
+21.4%
95
+58.3%
0.01%
+33.3%
Q1 2022$14,000
+7.7%
60
+9.1%
0.01%
+12.5%
Q3 2021$13,0000.0%550.0%0.01%0.0%
Q2 2021$13,000
+18.2%
550.0%0.01%
+60.0%
Q1 2021$11,0000.0%550.0%0.01%
-37.5%
Q4 2020$11,000
+22.2%
550.0%0.01%0.0%
Q2 2020$9,000
+28.6%
550.0%0.01%0.0%
Q1 2020$7,000
-12.5%
550.0%0.01%
+14.3%
Q4 2019$8,000
+14.3%
550.0%0.01%0.0%
Q3 2019$7,0000.0%550.0%0.01%0.0%
Q2 2019$7,000550.01%
Other shareholders
VANGUARD WORLD FD shareholders Q2 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