FRG Family Wealth Advisors LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
FRG Family Wealth Advisors LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,579,224
+6.9%
6,960
+10.9%
0.36%
+10.5%
Q2 2023$1,476,633
+20.8%
6,275
+5.0%
0.32%
+15.8%
Q1 2023$1,221,947
+18.9%
5,9750.0%0.28%
+13.9%
Q4 2022$1,028,118
-14.0%
5,975
-12.9%
0.24%
-16.9%
Q3 2022$1,196,000
-12.2%
6,860
-8.5%
0.30%
-6.3%
Q2 2022$1,362,000
-38.0%
7,495
-19.7%
0.32%
-26.2%
Q1 2022$2,197,000
-21.1%
9,335
-12.6%
0.43%
-17.9%
Q4 2021$2,785,000
+6.5%
10,680
-4.1%
0.52%
+1.2%
Q3 2021$2,616,000
+1.5%
11,1400.0%0.51%
+4.9%
Q2 2021$2,578,000
+11.7%
11,1400.0%0.49%
+4.3%
Q1 2021$2,307,000
+13.4%
11,140
+11.5%
0.47%
+6.1%
Q4 2020$2,035,000
+22.7%
9,990
+11.6%
0.44%
+9.9%
Q3 2020$1,659,0008,9500.40%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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