WILLNER & HELLER, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 482 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.61 and the average weighting 0.7%.

Quarter-by-quarter ownership
WILLNER & HELLER, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2022$578,183
+1.1%
3,360
+2.4%
0.82%
-11.1%
Q3 2022$572,000
+1.2%
3,282
+5.6%
0.92%
+5.0%
Q2 2022$565,000
-32.1%
3,107
-2.7%
0.88%
-14.1%
Q1 2022$832,000
+8.2%
3,192
-2.5%
1.02%
+0.1%
Q4 2021$769,0003,2731.02%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2022
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders