Concord Wealth Partners - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 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 Q1 2022
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,626,424$623,998,72328.82%
Erickson Financial Group, LLC 93,707$16,124,16317.45%
Zeit Capital LLC 65,272$11,231,40310.91%
Greytown Advisors Inc. 106,758$18,369,9269.98%
Bernardo Wealth Planning LLC 123,532$21,256,1829.94%
BHK Investment Advisors, LLC 98,536$16,955,0869.54%
FC Advisory LLC 114,446$19,692,6789.31%
Blackston Financial Advisory Group, LLC 72,847$12,5359.10%
ANGELES WEALTH MANAGEMENT, LLC 280,422$48,252,1498.44%
Tower Wealth Partners, Inc. 54,227$9,330,8408.13%
View complete list of VANGUARD WORLD FD shareholders