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 3,832,002$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