COLTON GROOME FINANCIAL ADVISORS, 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
COLTON GROOME FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$211,788
+3.6%
900
-10.0%
0.10%
+1.0%
Q1 2023$204,510
-21.9%
1,000
-10.1%
0.10%
-19.0%
Q1 2022$262,000
-3.3%
1,112
+6.9%
0.12%
+10.0%
Q4 2021$271,000
-23.4%
1,040
-31.0%
0.11%
-28.6%
Q3 2021$354,0001,5080.15%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders