Accurate Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 429 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.8%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$405,979
+3.3%
1,730
+5.8%
0.13%
+3.3%
Q2 2023$392,989
+14.9%
1,635
-3.0%
0.12%
+4.2%
Q1 2023$342,089
+2.0%
1,685
-11.7%
0.12%
-4.1%
Q4 2022$335,484
-23.2%
1,908
-20.3%
0.12%
-48.3%
Q2 2022$437,000
-18.8%
2,393
+4.7%
0.24%
-1.2%
Q1 2022$538,000
+5.9%
2,285
+17.3%
0.24%
-41.9%
Q4 2021$508,000
+14.4%
1,948
+3.1%
0.42%
+7.2%
Q3 2021$444,000
+6.7%
1,889
+5.1%
0.39%
+5.7%
Q2 2021$416,0001,7980.37%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders