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 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders