Falcon Wealth Planning - 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
Falcon Wealth Planning ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,193,516
-5.1%
18,482
-1.6%
0.91%
-7.6%
Q2 2023$4,419,107
+8.5%
18,779
-5.7%
0.98%
-3.2%
Q1 2023$4,073,534
+16.7%
19,919
-1.8%
1.02%
+1.6%
Q4 2022$3,490,735
+77.3%
20,287
+79.6%
1.00%
+53.5%
Q3 2022$1,969,000
-26.1%
11,295
-23.0%
0.65%
-28.0%
Q2 2022$2,665,000
+15.6%
14,669
+49.8%
0.91%
+25.7%
Q1 2022$2,305,000
+62.2%
9,791
+79.7%
0.72%
+55.1%
Q4 2021$1,421,000
+9.2%
5,450
-1.6%
0.46%
-6.1%
Q3 2021$1,301,000
+1.8%
5,540
+0.3%
0.50%
-9.3%
Q2 2021$1,278,000
+8.7%
5,523
-2.8%
0.55%
-4.9%
Q1 2021$1,176,000
+0.3%
5,681
-1.3%
0.57%
-12.6%
Q4 2020$1,172,0005,7540.66%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders