SAX WEALTH ADVISORS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 429 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.8%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$220,468
-2.0%
972
+1.7%
0.04%
-4.4%
Q2 2023$225,019
-6.9%
956
-19.1%
0.04%
-15.1%
Q1 2023$241,702
+18.9%
1,182
+0.1%
0.05%
+12.8%
Q4 2022$203,287
-1.3%
1,181
+0.1%
0.05%
-11.3%
Q3 2022$206,000
-3.7%
1,1800.0%0.05%
-1.9%
Q2 2022$214,000
-23.0%
1,1800.0%0.05%
-19.4%
Q1 2022$278,000
-7.9%
1,180
+1.8%
0.07%
+6.3%
Q4 2021$302,000
+20.3%
1,159
+8.4%
0.06%
+5.0%
Q3 2021$251,000
+3.3%
1,069
+1.9%
0.06%
-27.7%
Q2 2021$243,000
+12.0%
1,049
+0.1%
0.08%
+5.1%
Q1 2021$217,000
-17.8%
1,048
-19.3%
0.08%
-34.7%
Q4 2020$264,0001,2980.12%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
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