Cassaday & Co Wealth Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 528 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.

Quarter-by-quarter ownership
Cassaday & Co Wealth Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$857,345,064
-4.7%
3,778,515
-1.2%
35.83%
+0.5%
Q2 2023$899,599,428
+14.8%
3,822,877
-0.2%
35.65%
+6.7%
Q1 2023$783,682,678
+25.6%
3,832,002
+5.7%
33.43%
+16.0%
Q4 2022$623,998,7233,626,42428.82%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2023
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders