FRG Family Wealth Advisors LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 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 Q1 2022
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