Concord Wealth Partners - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 489 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.

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 Q2 2022
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