CAPSTONE WEALTH MANAGEMENT GROUP, 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
CAPSTONE WEALTH MANAGEMENT GROUP, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$7,282,267
+8.4%
23,177
-1.1%
4.76%
-1.2%
Q1 2024$6,715,501
+5.5%
23,431
-4.5%
4.82%
-20.0%
Q4 2023$6,368,079
+8.1%
24,539
-5.5%
6.02%
-1.2%
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 Q2 2024
NameSharesValueWeighting ↓
FC Advisory LLC 132,250$17,785,00010.82%
CABANA LLC 522,389$69,300,0009.24%
Greytown Advisors Inc. 93,513$12,412,0009.22%
Foundations Investment Advisors, LLC 438,161$57,027,0007.48%
BHK Investment Advisors, LLC 83,650$11,097,0006.41%
Copperwynd Financial, LLC 71,612$9,827,0005.58%
LINCOLN NATIONAL CORP 1,033,251$137,071,0005.06%
Stratos Investment Management, LLC 61,052$8,099,0004.59%
ETF Portfolio Partners, Inc. 57,019$7,564,0004.34%
Bernardo Wealth Planning LLC 44,087$5,848,0004.24%
View complete list of VANGUARD WORLD FD shareholders