Strategic Financial Partners, Ltd. - 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
Strategic Financial Partners, Ltd. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$4,181,354
+8.2%
13,307
-1.3%
2.30%
+7.6%
Q1 2024$3,865,656
+11.0%
13,487
+0.5%
2.14%
+5.8%
Q4 2023$3,481,613
+3.2%
13,416
-9.8%
2.02%
-1.3%
Q3 2023$3,375,129
-4.1%
14,874
-0.6%
2.05%
+2.2%
Q2 2023$3,519,723
+9.4%
14,957
-4.9%
2.00%
+1.8%
Q1 2023$3,217,892
+113646.6%
15,734
-4.3%
1.97%
+14.1%
Q4 2022$2,829
-3.4%
16,442
-2.1%
1.73%
-7.5%
Q3 2022$2,929
-10.0%
16,802
-6.2%
1.86%
-1.9%
Q2 2022$3,254
-23.5%
17,908
-0.9%
1.90%
-12.3%
Q1 2022$4,254
-18.4%
18,070
-9.6%
2.17%
-15.3%
Q4 2021$5,211
+10.0%
19,984
-1.0%
2.56%
+0.5%
Q3 2021$4,738
+2.4%
20,178
+0.9%
2.55%
-0.3%
Q2 2021$4,628
+13.6%
20,000
+1.6%
2.56%
+5.8%
Q1 2021$4,075
+1.1%
19,677
-0.5%
2.42%
-8.3%
Q4 2020$4,029
+6.3%
19,772
-3.3%
2.64%
-11.1%
Q3 2020$3,791
+1.9%
20,445
-10.2%
2.97%
-3.8%
Q2 2020$3,721
-3.9%
22,756
-25.3%
3.08%
-25.1%
Q1 2020$3,872
-20.8%
30,471
-9.2%
4.12%
+2.9%
Q4 2019$4,88933,5644.00%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2024
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