Stonegate Investment Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.

Quarter-by-quarter ownership
Stonegate Investment Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$377,108
-8.4%
1,662
-5.0%
0.01%
-6.7%
Q2 2023$411,575
+15.1%
1,7490.0%0.02%
+15.4%
Q1 2023$357,688
+18.9%
1,7490.0%0.01%0.0%
Q4 2022$300,950
-10.4%
1,749
-9.2%
0.01%
-13.3%
Q3 2022$336,000
-4.0%
1,9270.0%0.02%0.0%
Q2 2022$350,000
+69.9%
1,927
+120.5%
0.02%
+114.3%
Q1 2022$206,0008740.01%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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