Clear Perspectives Financial Planning, LLC - 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
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2023$5,190,769
+225.0%
25,381
+173.4%
2.91%
+243.2%
Q4 2022$1,597,239
-3.0%
9,282
-1.7%
0.85%
+5.1%
Q3 2022$1,646,000
-14.2%
9,442
-10.6%
0.81%
+7.9%
Q2 2022$1,919,000
-54.6%
10,560
-41.2%
0.75%
-53.3%
Q1 2022$4,230,000
-18.8%
17,968
-10.0%
1.60%
-23.9%
Q4 2021$5,207,000
+28.4%
19,967
+15.6%
2.11%
+14.6%
Q3 2021$4,055,000
+34.0%
17,270
+32.1%
1.84%
+25.7%
Q2 2021$3,026,000
+18.2%
13,076
+5.7%
1.46%
-1.5%
Q1 2021$2,561,000
-49.3%
12,367
-50.2%
1.48%
-53.7%
Q4 2020$5,056,00024,8143.20%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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