AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.8%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$4,863,936
+100.3%
21,436
+107.7%
0.17%
-5.7%
Q2 2023$2,428,502
+0.2%
10,320
-12.9%
0.18%
-3.8%
Q1 2023$2,422,626
+24.1%
11,846
+4.4%
0.18%
+13.7%
Q4 2022$1,951,962
-81.1%
11,344
-80.8%
0.16%
-83.5%
Q3 2022$10,317,000
-0.8%
59,191
+3.4%
0.98%
+2.1%
Q2 2022$10,404,000
+723.1%
57,265
+966.2%
0.96%
+866.7%
Q1 2022$1,264,000
+17.9%
5,371
+30.7%
0.10%
+26.9%
Q4 2021$1,072,0004,1090.08%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders