Clear Perspectives Financial Planning, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 489 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 ↓
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