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 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
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 Q2 2021
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