American Trust - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 565 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.

Quarter-by-quarter ownership
American Trust ownership history of VANGUARD WORLD FD
ValueSharesWeighting
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 2023
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders