Modern Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 706 filers reported holding VANGUARD WORLD FD in Q2 2024. The put-call ratio across all filers is 0.96 and the average weighting 0.8%.

Quarter-by-quarter ownership
Modern Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$568,433
-8.6%
1,809
-16.9%
0.04%
-25.0%
Q1 2024$621,839
+66.3%
2,176
+51.0%
0.06%
+12.0%
Q4 2023$373,8851,4410.05%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2024
NameSharesValueWeighting ↓
FC Advisory LLC 132,250$17,785,00010.82%
CABANA LLC 522,389$69,300,0009.24%
Greytown Advisors Inc. 93,513$12,412,0009.22%
Foundations Investment Advisors, LLC 438,161$57,027,0007.48%
BHK Investment Advisors, LLC 83,650$11,097,0006.41%
Copperwynd Financial, LLC 71,612$9,827,0005.58%
LINCOLN NATIONAL CORP 1,033,251$137,071,0005.06%
Stratos Investment Management, LLC 61,052$8,099,0004.59%
ETF Portfolio Partners, Inc. 57,019$7,564,0004.34%
Bernardo Wealth Planning LLC 44,087$5,848,0004.24%
View complete list of VANGUARD WORLD FD shareholders