SOA Wealth Advisors, LLC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 483 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.

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 Q4 2022
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