Continuum Advisory, 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
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 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