Beaumont Asset Management, L.L.C. - 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
Beaumont Asset Management, L.L.C. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2022$220,000
-61.7%
1,214
-50.3%
0.17%
-57.3%
Q1 2022$575,000
-41.9%
2,443
-35.6%
0.39%
-41.0%
Q4 2021$989,000
+11.1%
3,795
+0.1%
0.66%
-0.5%
Q3 2021$890,000
+16.8%
3,792
+15.1%
0.66%
+12.8%
Q2 2021$762,000
-79.5%
3,295
-81.6%
0.59%
-81.2%
Q1 2021$3,713,000
+8.9%
17,935
+7.2%
3.12%
+1.5%
Q4 2020$3,410,000
+15.3%
16,736
+4.9%
3.07%
+3.7%
Q3 2020$2,957,000
+18.2%
15,951
+4.3%
2.96%
+13.2%
Q2 2020$2,501,00015,2992.62%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders