Fingerlakes Wealth 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
Fingerlakes Wealth Management, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,056,486
-4.5%
17,878
-0.9%
4.96%
+2.0%
Q2 2023$4,246,297
+15.1%
18,045
+0.0%
4.86%
+5.7%
Q1 2023$3,689,411
+19.3%
18,040
+0.3%
4.60%
+8.1%
Q4 2022$3,093,696
-3.6%
17,979
-2.4%
4.25%
-9.1%
Q3 2022$3,209,000
+5.7%
18,415
+10.2%
4.68%
+12.7%
Q2 2022$3,035,000
-10.8%
16,705
+15.6%
4.15%
+4.4%
Q1 2022$3,401,000
-8.9%
14,449
+1.4%
3.98%
-5.4%
Q4 2021$3,733,00014,2434.20%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
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