HILLTOP WEALTH ADVISORS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.8%.

Quarter-by-quarter ownership
HILLTOP WEALTH ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,810,851
-8.3%
12,388
-4.9%
2.18%
-3.7%
Q2 2023$3,063,835
+14.3%
13,020
-0.7%
2.26%
+4.7%
Q1 2023$2,680,923
+17.3%
13,109
-1.3%
2.16%
+11.2%
Q4 2022$2,285,441
-5.2%
13,282
-4.0%
1.94%
-21.8%
Q3 2022$2,412,000
-4.2%
13,837
-0.1%
2.48%
+1.1%
Q2 2022$2,517,000
-23.3%
13,854
-0.6%
2.45%
-12.2%
Q1 2022$3,281,000
-16.4%
13,936
-7.4%
2.79%
+2.5%
Q4 2021$3,925,000
+7.7%
15,053
-3.0%
2.73%
+6.5%
Q3 2021$3,643,000
-3.4%
15,514
-4.8%
2.56%
-4.1%
Q2 2021$3,771,000
+10.6%
16,297
-1.1%
2.67%
+2.3%
Q1 2021$3,410,000
-13.3%
16,470
-14.6%
2.61%
-25.5%
Q4 2020$3,931,000
+6.5%
19,294
-3.1%
3.50%
-6.3%
Q3 2020$3,690,000
+11.6%
19,901
-1.6%
3.74%
+3.2%
Q2 2020$3,307,000
+9.2%
20,227
-15.1%
3.62%
-2.1%
Q1 2020$3,028,000
-17.1%
23,829
-5.0%
3.70%
-2.5%
Q4 2019$3,654,00025,0823.79%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders