Adero Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.

Quarter-by-quarter ownership
Adero Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
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 Q3 2023
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 116,914$27,522,00024.76%
Zeit Capital LLC 75,802$17,844,00014.93%
Bernardo Wealth Planning LLC 117,989$27,774,00013.79%
FC Advisory LLC 111,874$26,335,00011.41%
ANGELES WEALTH MANAGEMENT, LLC 244,778$57,621,00010.90%
Blackston Financial Advisory Group, LLC 69,828$16,396,00010.69%
BHK Investment Advisors, LLC 103,702$24,411,00010.21%
Financial Sense Advisors, Inc. 109,461$25,767,0009.65%
Pacific Center for Financial Services 109,461$25,767,0009.21%
Greytown Advisors Inc. 79,587$18,731,0009.05%
View complete list of VANGUARD WORLD FD shareholders