Center For Asset Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.

Quarter-by-quarter ownership
Center For Asset Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$6,528,830
-5.4%
28,774
-1.9%
6.52%
-0.0%
Q2 2023$6,901,590
+5.8%
29,329
-8.0%
6.52%
+2.2%
Q1 2023$6,522,940
+17.1%
31,895
-1.5%
6.38%
+22.9%
Q4 2022$5,570,013
-1.1%
32,371
+0.1%
5.19%
-7.4%
Q3 2022$5,634,000
-5.5%
32,324
-1.5%
5.60%
+1.4%
Q2 2022$5,962,000
-13.7%
32,816
+11.8%
5.53%
+3.6%
Q1 2022$6,909,000
-13.8%
29,348
-4.5%
5.34%
-10.0%
Q4 2021$8,014,000
+8.5%
30,732
-2.3%
5.93%
-4.6%
Q3 2021$7,385,000
+1.4%
31,453
-0.1%
6.22%
-1.1%
Q2 2021$7,284,000
+12.7%
31,481
+0.8%
6.28%
+1.4%
Q1 2021$6,464,000
+5.4%
31,219
+3.8%
6.20%
+1.4%
Q4 2020$6,131,00030,0896.11%
Other shareholders
VANGUARD WORLD FD shareholders Q3 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