AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 706 filers reported holding VANGUARD WORLD FD in Q2 2024. The put-call ratio across all filers is 0.96 and the average weighting 0.8%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$2,110,728
+4.3%
6,718
-4.9%
0.06%
+1.8%
Q1 2024$2,024,490
-80.0%
7,064
-81.9%
0.06%
-81.4%
Q4 2023$10,145,974
+108.6%
39,097
+82.4%
0.30%
+77.7%
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 Q2 2024
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders