Stone Asset Management Inc. - 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
Stone Asset Management Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2023$5,500,897
-26.1%
26,898
-37.8%
8.79%
+90.2%
Q4 2022$7,441,497
+4.5%
43,247
+5.8%
4.62%
-0.6%
Q3 2022$7,124,000
+84.5%
40,877
+92.4%
4.65%
+91.4%
Q2 2022$3,861,000
-7.7%
21,250
+19.6%
2.43%
+4.1%
Q1 2022$4,181,000
-51.9%
17,763
-46.7%
2.33%
-54.4%
Q4 2021$8,686,00033,3095.12%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,626,424$623,998,72328.82%
Erickson Financial Group, LLC 93,707$16,124,16317.45%
Zeit Capital LLC 65,272$11,231,40310.91%
Greytown Advisors Inc. 106,758$18,369,9269.98%
Bernardo Wealth Planning LLC 123,532$21,256,1829.94%
BHK Investment Advisors, LLC 98,536$16,955,0869.54%
FC Advisory LLC 114,446$19,692,6789.31%
Blackston Financial Advisory Group, LLC 72,847$12,5359.10%
ANGELES WEALTH MANAGEMENT, LLC 280,422$48,252,1498.44%
Tower Wealth Partners, Inc. 54,227$9,330,8408.13%
View complete list of VANGUARD WORLD FD shareholders