XML Financial, 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
XML Financial, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$243,432
+14.8%
1,034
-0.3%
0.03%
+7.7%
Q1 2023$212,044
-24.8%
1,037
-35.8%
0.03%
-33.3%
Q3 2022$282,000
+11.9%
1,616
+50.7%
0.04%
+30.0%
Q1 2022$252,000
-10.6%
1,072
-1.0%
0.03%
-11.8%
Q4 2021$282,000
+9.7%
1,083
-0.9%
0.03%0.0%
Q3 2021$257,000
+0.4%
1,093
-1.2%
0.03%
-39.3%
Q2 2021$256,000
+11.8%
1,1060.0%0.06%0.0%
Q1 2021$229,000
-1.3%
1,106
-3.1%
0.06%
-6.7%
Q4 2020$232,0001,1410.06%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
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