Wealthstream Advisors, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.

Quarter-by-quarter ownership
Wealthstream Advisors, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$816,821
-3.4%
3,600
+0.1%
0.42%
-5.0%
Q2 2023$845,961
+15.2%
3,595
+0.1%
0.44%
+1.1%
Q1 2023$734,327
+19.0%
3,591
+0.1%
0.44%
+9.2%
Q4 2022$616,963
-0.8%
3,586
+0.4%
0.40%
-39.8%
Q3 2022$622,000
-4.2%
3,5710.0%0.67%
+1.8%
Q2 2022$649,000
-22.7%
3,571
+0.1%
0.66%
-10.7%
Q1 2022$840,000
-9.6%
3,566
+0.1%
0.74%
-7.2%
Q4 2021$929,0003,5630.79%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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