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 Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders