Madison Wealth Partners, Inc - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 13 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Madison Wealth Partners, Inc ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$226,219
-3.6%
9970.0%0.11%
+3.6%
Q2 2023$234,614
+15.1%
9970.0%0.11%
+6.8%
Q1 2023$203,896
-13.2%
9970.0%0.10%
-21.4%
Q1 2022$235,000
-9.6%
9970.0%0.13%0.0%
Q4 2021$260,000
+11.1%
9970.0%0.13%
-0.8%
Q3 2021$234,000
+1.3%
9970.0%0.13%0.0%
Q2 2021$231,0009970.13%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2023
NameSharesValueWeighting ↓
Cassaday & Co Inc. 2,014,389$417,120,00053.05%
Zeit Capital LLC 78,878$16,333,00014.92%
Bernardo Wealth Planning LLC 103,037$21,335,00013.57%
FundX Investment Group, LLC 106,272$22,006,00012.42%
FC Advisory LLC 110,160$22,811,00011.10%
Pacific Center for Financial Services 109,749$22,726,00010.87%
Black Diamond Financial, LLC 116,654$24,156,00010.25%
BHK Investment Advisors, LLC 103,634$21,115,0009.81%
Stuart Chaussee & Associates, Inc. 113,894$23,584,0009.08%
Darwin Wealth Management, LLC 244,622$50,654,0008.84%
View complete list of VANGUARD WORLD FD shareholders