Continuum Advisory, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
Continuum Advisory, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,181,644
-6.2%
9,615
-2.8%
0.35%
-5.4%
Q2 2023$2,326,609
+12.9%
9,887
-1.9%
0.37%
+5.7%
Q1 2023$2,060,643
+9.5%
10,076
-7.9%
0.35%
+2.9%
Q4 2022$1,881,930
-44.2%
10,937
-43.5%
0.34%
-42.9%
Q3 2022$3,375,000
+60.1%
19,364
+66.9%
0.60%
+55.4%
Q2 2022$2,108,000
-10.9%
11,601
+0.2%
0.38%
-14.7%
Q1 2022$2,366,000
+551.8%
11,581
+648.6%
0.45%
+362.9%
Q3 2021$363,000
+4.6%
1,547
+3.1%
0.10%
-10.2%
Q2 2021$347,0001,5000.11%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders