Texas Capital Bank Wealth Management Services Inc - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
Texas Capital Bank Wealth Management Services Inc ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$9,701,336
-3.6%
42,7560.0%1.22%
+13.5%
Q2 2023$10,061,342
+15.1%
42,7560.0%1.08%
+6.5%
Q1 2023$8,744,030
+16.6%
42,756
-1.9%
1.01%
+10.8%
Q4 2022$7,500,359
-1.4%
43,589
-0.1%
0.91%
-6.8%
Q3 2022$7,605,000
-6.3%
43,635
-2.3%
0.98%
+4.1%
Q2 2022$8,116,000
-33.9%
44,669
-14.3%
0.94%
-15.8%
Q1 2022$12,272,000
-10.4%
52,134
-0.8%
1.12%
-5.6%
Q4 2021$13,703,000
+8.6%
52,552
-2.2%
1.19%
-8.2%
Q3 2021$12,619,000
-0.2%
53,742
-1.6%
1.29%
-18.4%
Q2 2021$12,641,000
+2.4%
54,631
-8.4%
1.58%
-10.2%
Q1 2021$12,350,000
-5.2%
59,643
-6.8%
1.76%
-8.1%
Q4 2020$13,033,000
+4.9%
63,968
-4.6%
1.92%
-5.4%
Q3 2020$12,429,000
+10.4%
67,041
-2.7%
2.03%
-19.5%
Q2 2020$11,263,000
+18.8%
68,882
-7.6%
2.52%
-6.8%
Q1 2020$9,477,000
-13.0%
74,574
-0.2%
2.70%
+12.5%
Q4 2019$10,887,00074,7452.40%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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