Accretive Wealth Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
Accretive Wealth Partners, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,042,100
-3.6%
9,0000.0%1.22%
-3.1%
Q2 2023$2,117,880
+15.1%
9,0000.0%1.26%
+6.6%
Q1 2023$1,840,590
+18.9%
9,0000.0%1.18%
+10.7%
Q4 2022$1,548,630
-1.3%
9,0000.0%1.06%
-11.0%
Q3 2022$1,569,000
-4.0%
9,0000.0%1.20%
+0.7%
Q2 2022$1,635,000
-22.8%
9,0000.0%1.19%
-10.8%
Q1 2022$2,119,000
-9.7%
9,0000.0%1.33%
-11.0%
Q4 2021$2,347,000
+11.1%
9,0000.0%1.49%
+0.2%
Q3 2021$2,113,000
+1.5%
9,0000.0%1.49%
-0.7%
Q2 2021$2,082,000
+11.7%
9,0000.0%1.50%
-10.5%
Q1 2021$1,864,000
+1.6%
9,0000.0%1.68%
-7.4%
Q4 2020$1,834,0009,0001.81%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
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