Von Berge Wealth Management Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
Von Berge Wealth Management Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$8,006,672
+4.7%
35,290
+8.6%
6.84%
+7.9%
Q2 2023$7,650,104
+21.9%
32,510
+5.9%
6.34%
+12.9%
Q1 2023$6,278,289
+9.7%
30,713
+2.6%
5.61%
+9.0%
Q4 2022$5,720,631
+21.3%
29,937
+10.3%
5.15%
+2.7%
Q3 2022$4,717,000
-1.4%
27,139
+5.0%
5.01%
+0.8%
Q2 2022$4,786,000
-7.8%
25,842
+9.6%
4.97%
+5.1%
Q1 2022$5,191,000
-3.0%
23,582
+5.0%
4.73%
-4.1%
Q4 2021$5,349,00022,4564.93%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders