NorthCrest Asset Manangement, 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
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 2023
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders