Schechter Investment Advisors, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 489 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.

Quarter-by-quarter ownership
Schechter Investment Advisors, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$814,390
-52.6%
3,589
-50.8%
0.08%
+2.6%
Q2 2023$1,716,904
+129.3%
7,296
+99.2%
0.08%
+11.6%
Q1 2023$748,873
-40.8%
3,662
-50.2%
0.07%
+19.0%
Q4 2022$1,265,920
+97.5%
7,358
+100.1%
0.06%
-7.9%
Q3 2022$641,000
-4.0%
3,6780.0%0.06%
-3.1%
Q2 2022$668,000
-23.3%
3,678
-0.6%
0.06%
-19.8%
Q1 2022$871,000
-4.1%
3,701
+6.3%
0.08%
-1.2%
Q4 2021$908,0003,4810.08%
Other shareholders
VANGUARD WORLD FD shareholders Q2 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