Wescott Financial Advisory Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.

Quarter-by-quarter ownership
Wescott Financial Advisory Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$558,915
-3.6%
2,4630.0%0.10%0.0%
Q2 2023$579,524
+15.1%
2,463
+0.0%
0.10%
-6.4%
Q1 2023$503,551
+18.9%
2,4620.0%0.11%
+19.8%
Q4 2022$423,577
-1.3%
2,462
+0.1%
0.09%
-23.5%
Q3 2022$429,000
-4.0%
2,4600.0%0.12%
-1.7%
Q2 2022$447,000
-22.8%
2,4600.0%0.12%
-18.8%
Q1 2022$579,0002,4600.15%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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