Clear Perspectives Financial Planning, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 483 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.

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 2022
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders