Helen Stephens Group, 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
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 Q1 2022
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