Erickson Financial Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 547 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
Erickson Financial Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$28,381,332
+8.8%
90,326
-0.8%
21.64%
+5.8%
Q1 2024$26,096,127
+11.0%
91,051
+0.5%
20.46%
+4.8%
Q4 2023$23,501,745
+15.8%
90,562
+1.2%
19.53%
+2.9%
Q3 2023$20,295,070
-2.6%
89,445
+1.1%
18.98%
+0.5%
Q2 2023$20,828,644
+8.4%
88,512
-5.8%
18.90%
-0.9%
Q1 2023$19,219,236
+19.2%
93,977
+0.3%
19.06%
+9.3%
Q4 2022$16,124,163
-21.8%
93,707
-20.8%
17.45%
-23.9%
Q3 2022$20,609,000
-5.0%
118,245
-1.0%
22.92%
-1.5%
Q2 2022$21,704,000
-21.1%
119,456
+2.2%
23.25%
-6.1%
Q1 2022$27,522,000
+0.2%
116,914
+11.0%
24.76%
+4.6%
Q4 2021$27,472,000105,35223.67%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
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