PETREDIS 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 Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.

Quarter-by-quarter ownership
PETREDIS INVESTMENT ADVISORS LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$74,318,008
+23.7%
236,523
+12.9%
8.31%
+15.4%
Q1 2024$60,062,097
+13.2%
209,560
+2.5%
7.20%
+3.5%
Q4 2023$53,047,313
+17.2%
204,413
+2.5%
6.96%
+8.1%
Q3 2023$45,264,818
-3.2%
199,492
+0.4%
6.44%
+0.2%
Q2 2023$46,753,544
+17.7%
198,681
+2.3%
6.43%
+3.8%
Q1 2023$39,728,666
+47.6%
194,263
+24.2%
6.20%
+26.9%
Q4 2022$26,924,087156,4724.88%
Other shareholders
VANGUARD WORLD FD shareholders Q4 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