Spire Wealth Management - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 482 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
Spire Wealth Management ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$359,414
-3.5%
1,584
+0.1%
0.01%0.0%
Q2 2023$372,587
+15.5%
1,583
+0.4%
0.01%
+7.7%
Q1 2023$322,455
+128368.1%
1,577
+8.3%
0.01%
-7.1%
Q4 2022$251
-99.8%
1,456
+97.6%
0.01%
+75.0%
Q3 2022$128,000
+433.3%
737
+462.6%
0.01%
+700.0%
Q2 2022$24,000
-92.2%
131
-89.9%
0.00%
-87.5%
Q1 2022$306,000
-88.8%
1,300
-87.6%
0.01%
-86.7%
Q4 2021$2,726,000
+3224.4%
10,454
+2904.0%
0.06%
+2900.0%
Q3 2021$82,000
-11.8%
348
-13.0%
0.00%
-33.3%
Q2 2021$93,000
-93.9%
400
-94.6%
0.00%
-92.7%
Q1 2021$1,528,0007,4490.04%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders