Concord Wealth Partners - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$136,975
-21.7%
604
-18.7%
0.03%
-23.7%
Q2 2023$174,831
+15.0%
7430.0%0.04%
-11.6%
Q1 2023$152,018
+2.9%
743
-13.5%
0.04%
-2.3%
Q4 2022$147,735
+9.4%
859
+15.9%
0.04%
+18.9%
Q2 2022$135,000
-22.4%
741
+0.1%
0.04%
-17.8%
Q1 2022$174,000
-9.8%
740
+0.1%
0.04%
-4.3%
Q4 2021$193,0007390.05%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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