Sunburst Financial Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 406 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Sunburst Financial Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$205,596
-3.6%
9060.0%0.07%
-1.4%
Q2 2023$213,187
-9.7%
906
-33.1%
0.07%
-35.1%
Q3 2022$236,0000.0%1,355
+4.6%
0.11%
+0.9%
Q2 2022$236,000
+11.3%
1,296
+44.2%
0.11%
+7.6%
Q1 2022$212,000
-9.4%
8990.0%0.10%
-11.8%
Q4 2021$234,000
+4.5%
899
-5.8%
0.12%
-14.4%
Q3 2021$224,000
+1.4%
9540.0%0.14%
-1.4%
Q2 2021$221,000
+8.9%
954
-4.4%
0.14%
-7.8%
Q4 2020$203,0009980.15%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2021
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders