Disciplined Investments, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 483 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$13,413
-2.1%
57
-14.9%
0.01%
+16.7%
Q1 2023$13,702
+18.8%
670.0%0.01%0.0%
Q4 2022$11,529
-3.9%
670.0%0.01%0.0%
Q3 2022$12,0000.0%670.0%0.01%
+20.0%
Q2 2022$12,000
-62.5%
67
-50.0%
0.01%
-28.6%
Q1 2022$32,000
+39.1%
134
+50.6%
0.01%
-30.0%
Q4 2021$23,000
+9.5%
890.0%0.01%0.0%
Q3 2021$21,000
+23.5%
89
-2.2%
0.01%
-23.1%
Q3 2020$17,0000.0%91
-12.5%
0.01%0.0%
Q2 2020$17,000
+30.8%
1040.0%0.01%
+8.3%
Q1 2020$13,000
-13.3%
1040.0%0.01%
-7.7%
Q4 2019$15,0001040.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
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