Falcon Wealth Planning - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 692 filers reported holding VANGUARD WORLD FD in Q1 2024. The put-call ratio across all filers is 3.76 and the average weighting 0.8%.

Quarter-by-quarter ownership
Falcon Wealth Planning ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$48,732,589
+54.1%
155,096
+40.6%
6.33%
+26.3%
Q1 2024$31,614,425
+175.2%
110,305
+149.1%
5.01%
+149.4%
Q4 2023$11,489,763
+174.0%
44,275
+139.6%
2.01%
+121.0%
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 Q1 2024
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 119,456$21,704,00023.25%
Tower Wealth Partners, Inc. 56,363$10,241,00013.61%
Zeit Capital LLC 76,404$13,883,00013.34%
Bernardo Wealth Planning LLC 120,738$21,937,00012.53%
Greytown Advisors Inc. 96,310$17,498,0009.92%
Blackston Financial Advisory Group, LLC 78,261$14,995,0009.80%
FC Advisory LLC 111,649$20,285,0009.71%
ANGELES WEALTH MANAGEMENT, LLC 263,936$47,954,0009.58%
BHK Investment Advisors, LLC 114,827$20,863,0009.38%
Black Diamond Financial, LLC 117,956$21,525,0008.48%
View complete list of VANGUARD WORLD FD shareholders