Detalus Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 706 filers reported holding VANGUARD WORLD FD in Q2 2024. The put-call ratio across all filers is 0.96 and the average weighting 0.8%.

Quarter-by-quarter ownership
Detalus Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$978,010
+9.9%
3,113
+0.3%
0.34%
+5.7%
Q1 2024$889,523
+10.3%
3,104
-0.1%
0.32%
-1.9%
Q4 2023$806,453
+13.2%
3,108
-1.0%
0.32%
-3.3%
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 2024
NameSharesValueWeighting ↓
FC Advisory LLC 132,250$17,785,00010.82%
CABANA LLC 522,389$69,300,0009.24%
Greytown Advisors Inc. 93,513$12,412,0009.22%
Foundations Investment Advisors, LLC 438,161$57,027,0007.48%
BHK Investment Advisors, LLC 83,650$11,097,0006.41%
Copperwynd Financial, LLC 71,612$9,827,0005.58%
LINCOLN NATIONAL CORP 1,033,251$137,071,0005.06%
Stratos Investment Management, LLC 61,052$8,099,0004.59%
ETF Portfolio Partners, Inc. 57,019$7,564,0004.34%
Bernardo Wealth Planning LLC 44,087$5,848,0004.24%
View complete list of VANGUARD WORLD FD shareholders