Helen Stephens Group, 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
Helen Stephens Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$250,293
-3.6%
1,1030.0%0.13%
-1.5%
Q2 2023$259,581
+15.1%
1,1030.0%0.13%
+12.0%
Q1 2023$225,595
+12.8%
1,103
+0.1%
0.12%
-17.6%
Q2 2022$200,000
-22.8%
1,102
+0.1%
0.14%
-20.7%
Q1 2022$259,000
-20.1%
1,101
-11.5%
0.18%
-31.2%
Q4 2021$324,0001,2440.26%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
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