Strategic Equity Management - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.8%.

Quarter-by-quarter ownership
Strategic Equity Management ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$327,923
-8.2%
1,445
-4.7%
0.12%
+1.6%
Q2 2023$357,035
+10.1%
1,517
-4.3%
0.12%
+6.1%
Q1 2023$324,148
+10.2%
1,585
-7.3%
0.12%
+1.8%
Q4 2022$294,240
-48.7%
1,710
-48.1%
0.11%
-52.5%
Q3 2022$574,000
-4.5%
3,293
-0.5%
0.24%
-23.7%
Q2 2022$601,000
-26.5%
3,310
-4.7%
0.31%
+6.1%
Q1 2022$818,000
-9.8%
3,475
-0.1%
0.29%
+3.5%
Q4 2021$907,000
+4.5%
3,477
-5.9%
0.28%
-2.1%
Q3 2021$868,000
+1.5%
3,6960.0%0.29%
-1.0%
Q2 2021$855,000
-69.4%
3,696
-72.6%
0.29%
-75.2%
Q1 2021$2,796,000
-84.7%
13,504
-85.0%
1.18%
-85.6%
Q4 2020$18,288,00089,7578.20%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders