Charter Oak Capital Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.8%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2022$36,000
-23.4%
2000.0%0.01%
-16.7%
Q1 2022$47,000
-9.6%
2000.0%0.01%0.0%
Q4 2021$52,000
+10.6%
2000.0%0.01%0.0%
Q3 2021$47,000
+2.2%
2000.0%0.01%0.0%
Q2 2021$46,000
-30.3%
200
-37.3%
0.01%
-33.3%
Q1 2021$66,000
-4.3%
319
-5.9%
0.01%
-10.0%
Q4 2020$69,0003390.01%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders