NICOLET ADVISORY SERVICES, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 663 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is 5.84 and the average weighting 0.8%.

Quarter-by-quarter ownership
NICOLET ADVISORY SERVICES, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$1,396,251
+13.3%
4,228
-2.1%
0.13%
+7.2%
Q1 2024$1,232,350
-3.4%
4,320
-14.8%
0.12%
-8.8%
Q4 2023$1,276,040
-28.7%
5,071
-35.3%
0.14%
-30.8%
Q3 2023$1,789,006
-2.5%
7,8390.0%0.20%
-1.5%
Q2 2023$1,834,864
+12.7%
7,839
-2.0%
0.20%
+6.9%
Q1 2023$1,628,710
+2.5%
8,000
-9.6%
0.19%
-10.5%
Q4 2022$1,588,814
+0.6%
8,849
-2.6%
0.21%
-18.6%
Q3 2022$1,579,000
-8.3%
9,085
+1.2%
0.26%
+0.8%
Q2 2022$1,721,000
-20.0%
8,981
-5.0%
0.26%
-8.9%
Q1 2022$2,152,000
-15.1%
9,451
-2.8%
0.28%
-9.9%
Q4 2021$2,534,000
+10.7%
9,719
-0.3%
0.31%
+7.6%
Q3 2021$2,289,000
-0.6%
9,748
-2.0%
0.29%
-3.3%
Q2 2021$2,302,000
+5.9%
9,947
-5.2%
0.30%
-1.6%
Q1 2021$2,173,000
+1.2%
10,494
-0.5%
0.30%
+1.3%
Q4 2020$2,148,000
+10.2%
10,544
+0.3%
0.30%
-0.7%
Q3 2020$1,949,000
+17.3%
10,510
+3.4%
0.30%
+18.8%
Q2 2020$1,661,000
+20.9%
10,160
-6.0%
0.26%
+5.4%
Q1 2020$1,374,000
-16.7%
10,811
-4.6%
0.24%
-6.6%
Q4 2019$1,650,000
+10.1%
11,330
+0.3%
0.26%
+14.1%
Q3 2019$1,498,000
+2.9%
11,293
+0.4%
0.23%
+2.3%
Q2 2019$1,456,000
+6.4%
11,246
+2.1%
0.22%
-4.3%
Q1 2019$1,369,00011,0100.23%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2023
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 119,456$21,704,00023.25%
Tower Wealth Partners, Inc. 56,363$10,241,00013.61%
Zeit Capital LLC 76,404$13,883,00013.34%
Bernardo Wealth Planning LLC 120,738$21,937,00012.53%
Greytown Advisors Inc. 96,310$17,498,0009.92%
Blackston Financial Advisory Group, LLC 78,261$14,995,0009.80%
FC Advisory LLC 111,649$20,285,0009.71%
ANGELES WEALTH MANAGEMENT, LLC 263,936$47,954,0009.58%
BHK Investment Advisors, LLC 114,827$20,863,0009.38%
Black Diamond Financial, LLC 117,956$21,525,0008.48%
View complete list of VANGUARD WORLD FD shareholders