Hoffman, Alan N Investment Management - 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
Hoffman, Alan N Investment Management ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2023$1,049,199
+12.2%
4,043
-1.9%
0.59%
-2.5%
Q3 2023$935,509
+3.2%
4,123
+7.0%
0.60%
+12.1%
Q2 2023$906,453
+14.8%
3,852
-0.3%
0.54%
-3.8%
Q1 2023$789,818
+100130.7%
3,862
-15.7%
0.56%
-6.7%
Q4 2022$788
-99.9%
4,581
-2.4%
0.60%
+7.7%
Q3 2022$818,000
-6.1%
4,695
-2.1%
0.56%
-5.8%
Q2 2022$871,000
-14.4%
4,795
+11.0%
0.59%
+12.4%
Q1 2022$1,017,000
-8.7%
4,319
+1.1%
0.52%
-6.7%
Q4 2021$1,114,000
+63.8%
4,274
+47.6%
0.56%
+41.1%
Q3 2021$680,000
+2.3%
2,896
+0.7%
0.40%
+1.3%
Q2 2021$665,000
+8.5%
2,876
-2.8%
0.39%
-3.9%
Q1 2021$613,000
+1.7%
2,9590.0%0.41%
+6.8%
Q4 2020$603,0002,9590.38%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders