ENCOMPASS WEALTH ADVISORS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 225 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,925,998
-2.4%
28,856
-0.1%
0.97%
-0.2%
Q2 2023$2,998,353
-4.8%
28,897
-7.3%
0.98%
-9.0%
Q1 2023$3,150,006
-4.8%
31,182
-3.1%
1.07%
-11.2%
Q4 2022$3,309,096
+23.8%
32,174
+8.2%
1.21%
+18.7%
Q3 2022$2,673,000
-22.4%
29,731
-17.0%
1.02%
-16.5%
Q2 2022$3,444,000
-47.4%
35,806
-41.3%
1.22%
-26.2%
Q1 2022$6,545,000
+28.4%
60,990
+27.8%
1.65%
+33.1%
Q4 2021$5,097,000
+12.6%
47,719
+3.2%
1.24%
+5.1%
Q3 2021$4,525,000
+4.3%
46,252
+6.2%
1.18%
+10.6%
Q2 2021$4,338,000
+5.1%
43,550
+4.9%
1.07%
+1.4%
Q1 2021$4,126,000
+154.8%
41,513
+122.6%
1.05%
+12.9%
Q4 2020$1,619,00018,6500.93%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
NameSharesValueWeighting ↓
Zeit Capital LLC 230,066$20,685,00021.48%
Black Diamond Financial, LLC 469,241$42,241,00017.02%
Greytown Advisors Inc. 229,467$20,787,00012.56%
Bernardo Wealth Planning LLC 207,781$19,961,00011.30%
BHK Investment Advisors, LLC 234,466$21,081,00010.59%
PFG Private Wealth Management, LLC 150,627$13,543,0008.90%
MFA WEALTH ADVISORS, LLC 246,360$22,150,0008.20%
Select Asset Management & Trust 76,232$6,854,0008.17%
WNY Asset Management, LLC 190,668$17,129,0006.22%
Von Berge Wealth Management Group, LLC 54,995$5,015,0005.33%
View complete list of VANGUARD WORLD FD shareholders