FRG Family Wealth Advisors LLC - VANGUARD WORLD FD ownership

Back to all holdings Add to watchlist

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 574 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.

Links
Filings
External links
Quarter-by-quarter ownership
FRG Family Wealth Advisors LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$2,583,350
+6.8%
8,938
+1.0%
0.50%
+5.3%
Q1 2024$2,419,823
+15.7%
8,846
+9.8%
0.48%
+12.0%
Q4 2023$2,091,651
+32.4%
8,060
+15.8%
0.42%
+18.8%
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$1,659,000–8,950–0.40%–
 Download
Other shareholders
VANGUARD WORLD FD shareholders Q2 2023
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 119,456$21,704,00023.25%
Tower Wealth Partners, Inc. 56,363$10,241,00013.61%
Zeit Capital LLC 76,404$13,883,00013.34%
Bernardo Wealth Planning LLC 120,738$21,937,00012.53%
Greytown Advisors Inc. 96,310$17,498,0009.92%
Blackston Financial Advisory Group, LLC 78,261$14,995,0009.80%
FC Advisory LLC 111,649$20,285,0009.71%
ANGELES WEALTH MANAGEMENT, LLC 263,936$47,954,0009.58%
BHK Investment Advisors, LLC 114,827$20,863,0009.38%
Black Diamond Financial, LLC 117,956$21,525,0008.48%
View complete list of VANGUARD WORLD FD shareholders