Wellspring Financial Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 429 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
Wellspring Financial Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$946,414
-4.9%
4,171
-1.4%
0.28%
-1.8%
Q2 2023$995,237
+15.2%
4,229
+0.1%
0.28%
+10.2%
Q1 2023$863,905
+19.0%
4,224
+0.1%
0.26%
+6.2%
Q4 2022$725,830
-0.8%
4,218
+0.4%
0.24%
-10.7%
Q3 2022$732,000
-4.1%
4,2020.0%0.27%
+1.5%
Q2 2022$763,000
-22.8%
4,202
+0.1%
0.27%
-8.6%
Q1 2022$988,000
-15.5%
4,196
-6.4%
0.29%
-10.7%
Q4 2021$1,169,000
+11.3%
4,483
+0.2%
0.33%
+3.2%
Q3 2021$1,050,000
+1.4%
4,4730.0%0.32%
-2.8%
Q2 2021$1,035,000
+222.4%
4,473
+77.1%
0.32%
+109.7%
Q1 2021$321,000
-64.7%
2,525
-43.4%
0.16%
-51.1%
Q4 2020$909,000
+10.0%
4,462
+0.2%
0.32%
-2.2%
Q3 2020$826,000
+13.6%
4,453
+0.2%
0.32%
+8.0%
Q2 2020$727,000
+126.5%
4,446
+76.1%
0.30%
+93.5%
Q1 2020$321,0002,5250.16%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders