National Wealth Management Group, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
National Wealth Management Group, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$349,752
+44.2%
1,541
+50.0%
0.38%
+50.8%
Q2 2023$242,589
+2.0%
1,027
-9.2%
0.25%
-7.4%
Q1 2023$237,848
+11.2%
1,131
-9.0%
0.27%
+5.8%
Q4 2022$213,959
-38.8%
1,243
-38.0%
0.26%
-43.4%
Q3 2022$349,361
+36.2%
2,004
+83.9%
0.45%
+83.8%
Q1 2022$256,532
-70.1%
1,090
-66.8%
0.25%
-69.2%
Q4 2021$856,8683,2860.80%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders