Capstone Triton Financial Group, LLC - 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
Capstone Triton Financial Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$205,590
+2.3%
874
-25.2%
0.14%
-12.4%
Q4 2022$200,941
-1.5%
1,168
-0.2%
0.16%
-8.0%
Q3 2022$204,000
-86.7%
1,170
-84.2%
0.18%
-83.6%
Q1 2022$1,529,000
-17.1%
7,413
+0.2%
1.07%
-3.8%
Q3 2021$1,844,000
-31.6%
7,401
-36.5%
1.11%
-33.1%
Q2 2021$2,695,000
+1.6%
11,649
-9.1%
1.66%
-5.4%
Q1 2021$2,653,000
+0.4%
12,810
-1.3%
1.75%
+8.3%
Q4 2020$2,643,00012,9731.62%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders