DB Wealth Management Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 429 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.8%.

Quarter-by-quarter ownership
DB Wealth Management Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,037,167
-5.2%
4,571
-1.7%
0.65%
-2.4%
Q2 2023$1,094,335
+33.1%
4,650
+15.7%
0.67%
+29.1%
Q1 2023$821,902
+11.9%
4,019
-5.8%
0.52%
+9.0%
Q4 2022$734,437
-10.8%
4,268
-9.6%
0.48%
-18.9%
Q3 2022$823,000
-4.1%
4,720
-0.1%
0.59%
+0.3%
Q2 2022$858,000
-28.1%
4,725
-6.7%
0.58%
-18.6%
Q1 2022$1,193,000
-9.8%
5,067
-0.1%
0.72%
-8.2%
Q4 2021$1,323,000
+11.1%
5,073
+0.0%
0.78%
+2.1%
Q3 2021$1,191,000
-0.5%
5,072
-1.9%
0.77%
+0.1%
Q2 2021$1,197,000
-51.7%
5,171
-56.8%
0.77%
-54.9%
Q1 2021$2,480,000
-4.3%
11,977
-5.8%
1.70%
-11.1%
Q4 2020$2,592,00012,7201.91%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders