NorthCrest Asset Manangement, LLC - 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
NorthCrest Asset Manangement, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$3,124,186
-5.5%
13,769
-2.0%
0.13%
-3.1%
Q2 2023$3,307,423
+15.1%
14,0550.0%0.13%
+9.2%
Q1 2023$2,874,388
+6.5%
14,055
-9.3%
0.12%
-17.8%
Q3 2022$2,700,000
-4.1%
15,4920.0%0.15%
+1.4%
Q2 2022$2,815,000
-30.3%
15,4920.0%0.14%
-35.1%
Q4 2021$4,040,00015,4920.22%
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