WILLNER & HELLER, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 487 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
Q2 2024$1,329,872
+12.1%
4,232
+2.3%
1.27%
+8.0%
Q1 2024$1,185,829
+17.3%
4,137
+6.2%
1.18%
+4.6%
Q4 2023$1,010,561
+74.8%
3,894
+15.9%
1.13%
+37.4%
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 ↓
Erickson Financial Group, LLC 119,456$21,704,00023.25%
Tower Wealth Partners, Inc. 56,363$10,241,00013.61%
Zeit Capital LLC 76,404$13,883,00013.34%
Bernardo Wealth Planning LLC 120,738$21,937,00012.53%
Greytown Advisors Inc. 96,310$17,498,0009.92%
Blackston Financial Advisory Group, LLC 78,261$14,995,0009.80%
FC Advisory LLC 111,649$20,285,0009.71%
ANGELES WEALTH MANAGEMENT, LLC 263,936$47,954,0009.58%
BHK Investment Advisors, LLC 114,827$20,863,0009.38%
Black Diamond Financial, LLC 117,956$21,525,0008.48%
View complete list of VANGUARD WORLD FD shareholders