SOA Wealth Advisors, LLC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.8%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$236,467
-3.4%
1,042
+0.1%
0.06%
+3.5%
Q2 2023$244,900
+15.2%
1,041
+0.2%
0.06%
+9.6%
Q1 2023$212,584
+28.8%
1,039
+8.3%
0.05%
+18.2%
Q4 2022$165,008
-8.3%
959
-7.3%
0.04%
-18.5%
Q3 2022$180,000
-3.7%
1,0340.0%0.05%
-1.8%
Q2 2022$187,000
-13.0%
1,034
+13.3%
0.06%
+5.8%
Q1 2022$215,000
+10650.0%
913
+11312.5%
0.05%
Q4 2021$2,00080.00%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Cassaday & Co Inc. 2,014,389$417,120,00053.05%
Zeit Capital LLC 78,878$16,333,00014.92%
Bernardo Wealth Planning LLC 103,037$21,335,00013.57%
FundX Investment Group, LLC 106,272$22,006,00012.42%
FC Advisory LLC 110,160$22,811,00011.10%
Pacific Center for Financial Services 109,749$22,726,00010.87%
Black Diamond Financial, LLC 116,654$24,156,00010.25%
BHK Investment Advisors, LLC 103,634$21,115,0009.81%
Stuart Chaussee & Associates, Inc. 113,894$23,584,0009.08%
Darwin Wealth Management, LLC 244,622$50,654,0008.84%
View complete list of VANGUARD WORLD FD shareholders