Accretive Wealth Partners, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 528 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.

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 Q1 2023
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders