Wells Financial Advisors INC - 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
Wells Financial Advisors INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,423,869
-3.9%
19,497
-0.3%
3.44%
-1.0%
Q2 2023$4,601,918
+15.6%
19,556
+0.5%
3.48%
+9.6%
Q1 2023$3,980,992
+18.4%
19,466
-0.4%
3.17%
+13.9%
Q4 2022$3,363,280
-1.9%
19,546
-0.7%
2.78%
-16.2%
Q3 2022$3,430,000
-4.6%
19,681
-0.5%
3.32%
+2.4%
Q2 2022$3,594,000
-22.8%
19,781
-0.0%
3.24%
-16.6%
Q1 2022$4,658,000
-9.8%
19,787
-0.1%
3.89%
-5.6%
Q4 2021$5,166,000
+8.4%
19,811
-2.4%
4.12%
+2.4%
Q3 2021$4,767,000
-7.7%
20,301
-9.0%
4.03%
-7.6%
Q2 2021$5,165,000
+22.1%
22,321
+9.3%
4.36%
+14.8%
Q1 2021$4,230,000
-6.5%
20,427
-8.0%
3.79%
-1.9%
Q4 2020$4,526,00022,2133.87%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 116,914$27,522,00024.76%
Zeit Capital LLC 75,802$17,844,00014.93%
Bernardo Wealth Planning LLC 117,989$27,774,00013.79%
FC Advisory LLC 111,874$26,335,00011.41%
ANGELES WEALTH MANAGEMENT, LLC 244,778$57,621,00010.90%
Blackston Financial Advisory Group, LLC 69,828$16,396,00010.69%
BHK Investment Advisors, LLC 103,702$24,411,00010.21%
Financial Sense Advisors, Inc. 109,461$25,767,0009.65%
Pacific Center for Financial Services 109,461$25,767,0009.21%
Greytown Advisors Inc. 79,587$18,731,0009.05%
View complete list of VANGUARD WORLD FD shareholders