Birchcreek Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
Birchcreek Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2023$206,376
-10.1%
877
-21.9%
0.14%
-20.9%
Q1 2023$229,665
+10.9%
1,123
-5.2%
0.18%
-5.2%
Q3 2022$207,000
-3.7%
1,1850.0%0.19%
-0.5%
Q2 2022$215,000
-18.6%
1,185
+5.5%
0.19%
-17.5%
Q1 2022$264,000
-9.9%
1,1230.0%0.23%
-8.6%
Q4 2021$293,000
+11.0%
1,1230.0%0.26%
+4.1%
Q3 2021$264,000
-10.2%
1,123
-11.6%
0.25%
-13.1%
Q2 2021$294,000
+10.9%
1,271
-0.9%
0.28%
+1.1%
Q1 2021$265,000
-83.7%
1,282
-83.9%
0.28%
-82.4%
Q4 2020$1,625,0007,9761.59%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 116,914$27,522,00024.76%
Zeit Capital LLC 75,802$17,844,00014.93%
Bernardo Wealth Planning LLC 117,989$27,774,00013.79%
FC Advisory LLC 111,874$26,335,00011.41%
ANGELES WEALTH MANAGEMENT, LLC 244,778$57,621,00010.90%
Blackston Financial Advisory Group, LLC 69,828$16,396,00010.69%
BHK Investment Advisors, LLC 103,702$24,411,00010.21%
Financial Sense Advisors, Inc. 109,461$25,767,0009.65%
Pacific Center for Financial Services 109,461$25,767,0009.21%
Greytown Advisors Inc. 79,587$18,731,0009.05%
View complete list of VANGUARD WORLD FD shareholders