Capstone Triton Financial Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.

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 Q3 2023
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