Sage Investment Advisers LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 483 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.

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 Q4 2022
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders