MONEY CONCEPTS CAPITAL CORP - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 429 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.8%.

Quarter-by-quarter ownership
MONEY CONCEPTS CAPITAL CORP ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$1,304,377
-16.8%
5,748
-13.7%
0.14%
-14.4%
Q2 2023$1,567,470
+148.6%
6,660
-84.5%
0.16%
+357.1%
Q1 2023$630,585
-70.9%
42,917
+240.7%
0.04%
-63.9%
Q4 2022$2,167,338
-12.5%
12,596
-11.4%
0.10%
-33.6%
Q3 2022$2,478,000
+20.2%
14,215
+26.5%
0.15%
-20.2%
Q2 2022$2,061,000
-52.0%
11,239
-38.4%
0.18%
-24.4%
Q1 2022$4,297,000
+61.8%
18,252
+79.3%
0.24%
+7.6%
Q4 2021$2,655,000
+75.6%
10,180
+39.4%
0.22%
+86.0%
Q1 2021$1,512,000
-20.7%
7,302
-22.0%
0.12%
-31.2%
Q4 2020$1,907,0009,3590.18%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
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