Echo Wealth 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
Echo Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,507,070
-6.2%
6,6420.0%1.62%
-6.5%
Q2 2023$1,606,235
+18.2%
6,6420.0%1.74%
+15.7%
Q1 2023$1,358,355
+7.7%
6,642
-4.3%
1.50%
+11.6%
Q4 2022$1,261,051
-1.8%
6,938
-1.8%
1.34%
-20.4%
Q3 2022$1,284,000
-5.3%
7,068
-0.1%
1.69%
-6.9%
Q2 2022$1,356,000
-6.8%
7,076
+7.1%
1.81%
+6.1%
Q1 2022$1,455,000
-11.3%
6,608
-0.1%
1.71%
-8.7%
Q4 2021$1,641,000
+2.6%
6,617
-1.5%
1.87%
-1.2%
Q3 2021$1,600,000
-9.0%
6,717
-10.0%
1.90%
-15.5%
Q2 2021$1,758,000
+13.8%
7,4620.0%2.24%
+15.4%
Q1 2021$1,545,000
-8.6%
7,462
-10.1%
1.94%
-12.0%
Q4 2020$1,691,0008,2982.21%
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