ENCOMPASS 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
ENCOMPASS WEALTH ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,385,627
-3.3%
10,514
+0.2%
0.79%
-1.1%
Q2 2023$2,468,271
+15.1%
10,489
+0.0%
0.80%
+10.0%
Q1 2023$2,144,696
+13.9%
10,487
-4.2%
0.73%
+6.3%
Q4 2022$1,883,134
-0.8%
10,944
+0.5%
0.69%
-4.8%
Q3 2022$1,898,000
-20.7%
10,890
-17.3%
0.72%
-14.7%
Q2 2022$2,393,000
-68.2%
13,170
-58.9%
0.85%
-55.5%
Q1 2022$7,537,000
+16.2%
32,019
+28.8%
1.90%
+20.6%
Q4 2021$6,485,000
+12.2%
24,868
+1.0%
1.58%
+4.6%
Q3 2021$5,779,000
+2.0%
24,615
+0.5%
1.51%
+8.1%
Q2 2021$5,666,000
+11.2%
24,491
+4.6%
1.39%
+7.3%
Q1 2021$5,096,000
+408.1%
23,423
+376.0%
1.30%
+124.7%
Q4 2020$1,003,0004,9210.58%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 116,914$27,522,00024.76%
Zeit Capital LLC 75,802$17,844,00014.93%
Bernardo Wealth Planning LLC 117,989$27,774,00013.79%
FC Advisory LLC 111,874$26,335,00011.41%
ANGELES WEALTH MANAGEMENT, LLC 244,778$57,621,00010.90%
Blackston Financial Advisory Group, LLC 69,828$16,396,00010.69%
BHK Investment Advisors, LLC 103,702$24,411,00010.21%
Financial Sense Advisors, Inc. 109,461$25,767,0009.65%
Pacific Center for Financial Services 109,461$25,767,0009.21%
Greytown Advisors Inc. 79,587$18,731,0009.05%
View complete list of VANGUARD WORLD FD shareholders