Latitude Advisors, 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
Latitude Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$308,732
-3.6%
1,361
+0.1%
0.22%
-0.5%
Q2 2023$320,152
+15.1%
1,3600.0%0.22%
+10.4%
Q1 2023$278,207
+17.6%
1,360
-1.1%
0.20%
+13.6%
Q4 2022$236,636
+7.6%
1,375
+9.1%
0.18%
-2.7%
Q3 2022$220,000
-3.9%
1,2600.0%0.18%
-13.3%
Q2 2022$229,000
-74.3%
1,260
-66.7%
0.21%
+5.0%
Q1 2022$890,000
+35.5%
3,780
+50.0%
0.20%
+8.7%
Q4 2021$657,000
+11.0%
2,5200.0%0.18%
-1.6%
Q3 2021$592,000
+102.7%
2,520
+100.0%
0.19%
-13.4%
Q2 2021$292,000
+7.7%
1,260
-3.8%
0.22%
-2.7%
Q1 2021$271,000
+1.5%
1,3100.0%0.22%
-6.3%
Q4 2020$267,0001,3100.24%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2021
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