Detalus Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 489 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.

Quarter-by-quarter ownership
Detalus Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$712,375
-4.6%
3,140
-1.1%
0.33%
-0.3%
Q2 2023$747,047
+14.2%
3,175
-0.8%
0.34%
+7.0%
Q1 2023$654,350
-10.4%
3,200
-24.6%
0.31%
-12.1%
Q4 2022$730,048
-56.8%
4,243
-56.2%
0.36%
-64.8%
Q3 2022$1,689,000
-65.1%
9,690
-63.6%
1.01%
-64.4%
Q2 2022$4,836,000
-22.7%
26,616
+0.2%
2.84%
-13.7%
Q1 2022$6,254,000
-10.5%
26,566
-0.9%
3.29%
-1.7%
Q4 2021$6,987,000
+8.4%
26,796
-2.4%
3.35%
+2.4%
Q3 2021$6,448,000
+3.2%
27,460
+1.7%
3.27%
-1.6%
Q2 2021$6,247,000
+15.3%
26,998
+3.2%
3.33%
+4.1%
Q1 2021$5,419,000
+2.7%
26,168
+1.0%
3.20%
-3.7%
Q4 2020$5,279,000
+10.4%
25,909
+0.4%
3.32%
-5.0%
Q3 2020$4,782,000
+11.4%
25,795
-1.8%
3.49%
+5.2%
Q2 2020$4,293,000
+37.2%
26,255
+6.7%
3.32%
+15.4%
Q1 2020$3,128,000
+464.6%
24,611
+547.0%
2.88%
+611.9%
Q4 2019$554,0003,8040.40%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
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