Birchcreek Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 446 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.

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 Q3 2021
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders