MEANS INVESTMENT CO., INC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.

Quarter-by-quarter ownership
MEANS INVESTMENT CO., INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$48,033,688
+5.7%
211,695
+9.7%
7.86%
+9.4%
Q2 2023$45,425,715
+20.3%
193,038
+4.5%
7.19%
+8.4%
Q1 2023$37,767,896
+18.1%
184,675
-0.6%
6.63%
+3.5%
Q4 2022$31,980,247
-1.6%
185,856
-0.4%
6.41%
-9.1%
Q3 2022$32,514,000
-3.7%
186,549
+0.4%
7.05%
-1.4%
Q2 2022$33,756,000
-21.9%
185,791
+1.1%
7.16%
-8.6%
Q1 2022$43,240,000
-7.5%
183,689
+2.5%
7.83%
-5.1%
Q4 2021$46,733,000
+18.6%
179,219
+6.8%
8.25%
+6.0%
Q3 2021$39,417,000
+2.8%
167,873
+1.3%
7.78%
+1.5%
Q2 2021$38,343,000
+13.8%
165,716
+1.9%
7.67%
+0.0%
Q1 2021$33,690,000
-23.8%
162,698
-21.2%
7.67%
-24.0%
Q4 2020$44,229,000
+11.8%
206,512
+1.9%
10.08%
-7.2%
Q3 2020$39,561,000
+13.2%
202,729
+2.7%
10.87%
-0.8%
Q2 2020$34,959,000
+192.5%
197,477
+131.3%
10.95%
+136.8%
Q1 2020$11,953,000
+2.6%
85,370
+12.7%
4.62%
+18.5%
Q4 2019$11,646,000
+13.6%
75,775
+1.4%
3.90%
+0.8%
Q3 2019$10,253,000
+37.8%
74,761
+32.7%
3.87%
+26.8%
Q2 2019$7,443,000
+152.0%
56,349
+137.2%
3.05%
+135.2%
Q1 2019$2,954,000
+23.3%
23,753
+6.1%
1.30%
-2.1%
Q4 2018$2,395,00022,3831.33%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders