Sage Investment Advisers 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
Sage Investment Advisers LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$331,728
+6.3%
1,462
+10.3%
0.46%
+9.1%
Q2 2023$312,034
+26.1%
1,326
+9.6%
0.42%
+26.0%
Q1 2023$247,457
-71.4%
1,210
-75.6%
0.33%
-75.8%
Q3 2022$866,000
+26.2%
4,966
+31.5%
1.37%
+27.3%
Q2 2022$686,000
+182.3%
3,777
+305.3%
1.07%
+243.1%
Q4 2021$243,0009320.31%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders