Leelyn Smith, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.

Quarter-by-quarter ownership
Leelyn Smith, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$29,653,213
-3.8%
130,688
-0.2%
7.24%
-2.8%
Q2 2023$30,809,608
+17.9%
130,926
+2.4%
7.44%
+11.3%
Q1 2023$26,138,251
+29.9%
127,809
+9.3%
6.69%
+21.1%
Q4 2022$20,121,028
+11.0%
116,935
+12.4%
5.53%
-11.7%
Q3 2022$18,130,000
-13.6%
104,020
-9.9%
6.26%
+15.1%
Q2 2022$20,976,000
-19.1%
115,448
+4.8%
5.44%
-19.5%
Q1 2022$25,933,000
+0.3%
110,166
+11.1%
6.76%
-2.3%
Q4 2021$25,867,000
+12.2%
99,199
+1.0%
6.92%
+3.7%
Q3 2021$23,051,000
+6.3%
98,173
+4.8%
6.67%
+4.5%
Q2 2021$21,681,000
+19.5%
93,705
+7.0%
6.38%
+18.3%
Q1 2021$18,136,000
+12.8%
87,582
+2.1%
5.40%
+5.0%
Q4 2020$16,078,000
-0.1%
85,794
-1.2%
5.14%
-9.5%
Q3 2020$16,096,000
+14.1%
86,816
+0.6%
5.68%
-2.3%
Q2 2020$14,109,000
+45.4%
86,289
+13.0%
5.81%
+12.3%
Q1 2020$9,706,000
-0.5%
76,374
+14.0%
5.18%
+10.2%
Q4 2019$9,756,00066,9764.70%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 116,914$27,522,00024.76%
Zeit Capital LLC 75,802$17,844,00014.93%
Bernardo Wealth Planning LLC 117,989$27,774,00013.79%
FC Advisory LLC 111,874$26,335,00011.41%
ANGELES WEALTH MANAGEMENT, LLC 244,778$57,621,00010.90%
Blackston Financial Advisory Group, LLC 69,828$16,396,00010.69%
BHK Investment Advisors, LLC 103,702$24,411,00010.21%
Financial Sense Advisors, Inc. 109,461$25,767,0009.65%
Pacific Center for Financial Services 109,461$25,767,0009.21%
Greytown Advisors Inc. 79,587$18,731,0009.05%
View complete list of VANGUARD WORLD FD shareholders