MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 406 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2021$2,850,000
-0.7%
12,138
-2.1%
0.19%
-1.0%
Q2 2021$2,870,000
+9.0%
12,402
-2.5%
0.19%
+0.5%
Q1 2021$2,633,000
+1.4%
12,714
-0.2%
0.19%
-3.5%
Q4 2020$2,596,000
+8.7%
12,741
+2.5%
0.20%
-4.8%
Q3 2020$2,389,000
+29.6%
12,427
+10.2%
0.21%
+18.1%
Q2 2020$1,843,000
+24.6%
11,273
-3.2%
0.18%
+4.1%
Q1 2020$1,479,000
+12.7%
11,640
+29.2%
0.17%
+38.2%
Q4 2019$1,312,000
+13.9%
9,011
+3.8%
0.12%0.0%
Q3 2019$1,152,000
+6.2%
8,684
+3.6%
0.12%
+8.8%
Q2 2019$1,085,000
-38.8%
8,382
-41.2%
0.11%
-41.5%
Q1 2019$1,772,000
+481.0%
14,248
+399.4%
0.19%
+407.9%
Q4 2018$305,0002,8530.04%
Other shareholders
VANGUARD WORLD FD shareholders Q1 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