Disciplined Investments, 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
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 Q3 2023
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