CAPSTONE WEALTH MANAGEMENT GROUP, LLC - 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
CAPSTONE WEALTH MANAGEMENT GROUP, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$5,889,280
-9.2%
25,956
-5.8%
6.10%
-8.9%
Q2 2023$6,485,135
+12.9%
27,559
-1.9%
6.69%
+5.1%
Q1 2023$5,745,290
+8.6%
28,093
-8.6%
6.37%
+11.9%
Q4 2022$5,289,821
-2.6%
30,743
-1.4%
5.69%
-18.1%
Q3 2022$5,433,000
-3.4%
31,170
+0.7%
6.95%
+2.5%
Q2 2022$5,622,000
-23.4%
30,941
-0.8%
6.78%
-7.6%
Q1 2022$7,343,000
-27.1%
31,195
-19.2%
7.34%
-10.4%
Q4 2021$10,073,00038,6298.19%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 116,914$27,522,00024.76%
Zeit Capital LLC 75,802$17,844,00014.93%
Bernardo Wealth Planning LLC 117,989$27,774,00013.79%
FC Advisory LLC 111,874$26,335,00011.41%
ANGELES WEALTH MANAGEMENT, LLC 244,778$57,621,00010.90%
Blackston Financial Advisory Group, LLC 69,828$16,396,00010.69%
BHK Investment Advisors, LLC 103,702$24,411,00010.21%
Financial Sense Advisors, Inc. 109,461$25,767,0009.65%
Pacific Center for Financial Services 109,461$25,767,0009.21%
Greytown Advisors Inc. 79,587$18,731,0009.05%
View complete list of VANGUARD WORLD FD shareholders