SOA Wealth Advisors, LLC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 487 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.61 and the average weighting 0.7%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$433,616
+9.6%
1,3800.0%0.09%
+6.1%
Q1 2024$395,528
+24.2%
1,380
+12.5%
0.08%
+15.5%
Q4 2023$318,388
+34.6%
1,227
+17.8%
0.07%
+20.3%
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 Q3 2022
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 119,456$21,704,00023.25%
Tower Wealth Partners, Inc. 56,363$10,241,00013.61%
Zeit Capital LLC 76,404$13,883,00013.34%
Bernardo Wealth Planning LLC 120,738$21,937,00012.53%
Greytown Advisors Inc. 96,310$17,498,0009.92%
Blackston Financial Advisory Group, LLC 78,261$14,995,0009.80%
FC Advisory LLC 111,649$20,285,0009.71%
ANGELES WEALTH MANAGEMENT, LLC 263,936$47,954,0009.58%
BHK Investment Advisors, LLC 114,827$20,863,0009.38%
Black Diamond Financial, LLC 117,956$21,525,0008.48%
View complete list of VANGUARD WORLD FD shareholders