LWS Wealth Advisors, Inc. - 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
LWS Wealth Advisors, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$391,000
-3.5%
1,722
+0.1%
0.17%0.0%
Q2 2023$405,000
-2.4%
1,721
-15.1%
0.17%
+0.6%
Q1 2023$415,000
+15.2%
2,027
-3.2%
0.17%
+12.6%
Q4 2022$360,162
-2.7%
2,093
-1.5%
0.15%
+6.3%
Q3 2022$370,000
-4.1%
2,1240.0%0.14%
-22.0%
Q2 2022$386,000
-22.8%
2,124
+0.0%
0.18%
-14.6%
Q1 2022$500,000
-9.6%
2,123
+0.0%
0.21%
-5.8%
Q4 2021$553,000
+11.0%
2,122
+0.0%
0.23%
+3.7%
Q3 2021$498,000
-5.1%
2,121
-6.6%
0.22%
-6.4%
Q2 2021$525,000
+3.6%
2,271
-7.3%
0.23%
+1.3%
Q1 2021$507,000
+4.3%
2,451
+2.7%
0.23%
+5.5%
Q4 2020$486,000
+7.5%
2,387
-2.2%
0.22%
-1.8%
Q3 2020$452,000
+3.7%
2,440
-8.5%
0.22%
-2.6%
Q2 2020$436,000
+15.6%
2,666
-10.2%
0.23%
-6.9%
Q1 2020$377,000
-19.1%
2,969
-7.1%
0.24%
+2.1%
Q4 2019$466,0003,1970.24%
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