American Trust - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 494 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.

Quarter-by-quarter ownership
American Trust ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2024$38,207,032
+14.3%
133,307
+3.5%
3.19%
+29.3%
Q4 2023$33,435,584
-33.5%
128,842
-41.9%
2.47%
-36.6%
Q3 2023$50,286,183
+277.7%
221,623
+291.7%
3.89%
+321.9%
Q2 2023$13,315,509
-1.4%
56,585
-12.8%
0.92%
-1.5%
Q1 2023$13,510,501
+5415.5%
64,914
+4458.6%
0.94%
+3973.9%
Q4 2022$244,953
-92.1%
1,424
-92.0%
0.02%
-91.2%
Q3 2022$3,103,000
+6.8%
17,804
+11.3%
0.26%
+12.4%
Q2 2022$2,906,000
-22.8%
15,991
+0.0%
0.23%
-7.9%
Q1 2022$3,763,00015,9870.25%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
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