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 ↓
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