Adero Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 432 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.8%.

Quarter-by-quarter ownership
Adero Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$647,901
+9.6%
2,0620.0%0.05%
+4.4%
Q1 2024$590,990
+10.4%
2,0620.0%0.04%0.0%
Q4 2023$535,110
+14.4%
2,0620.0%0.04%0.0%
Q3 2023$467,868
-3.6%
2,0620.0%0.04%
-6.2%
Q2 2023$485,230
+15.1%
2,0620.0%0.05%
+4.3%
Q1 2023$421,700
+18.9%
2,0620.0%0.05%
+7.0%
Q4 2022$354,808
-5.4%
2,0620.0%0.04%
-8.5%
Q3 2022$375,000
+15.0%
2,062
+17.0%
0.05%
+2.2%
Q2 2022$326,000
-21.4%
1,7620.0%0.05%
-24.6%
Q1 2022$415,000
-9.6%
1,7620.0%0.06%
-18.7%
Q4 2021$459,000
+10.9%
1,7620.0%0.08%0.0%
Q3 2021$414,000
+1.5%
1,7620.0%0.08%
-20.2%
Q2 2021$408,0001,7620.09%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 119,456$21,704,00023.25%
Tower Wealth Partners, Inc. 56,363$10,241,00013.61%
Zeit Capital LLC 76,404$13,883,00013.34%
Bernardo Wealth Planning LLC 120,738$21,937,00012.53%
Greytown Advisors Inc. 96,310$17,498,0009.92%
Blackston Financial Advisory Group, LLC 78,261$14,995,0009.80%
FC Advisory LLC 111,649$20,285,0009.71%
ANGELES WEALTH MANAGEMENT, LLC 263,936$47,954,0009.58%
BHK Investment Advisors, LLC 114,827$20,863,0009.38%
Black Diamond Financial, LLC 117,956$21,525,0008.48%
View complete list of VANGUARD WORLD FD shareholders