STEPHENS INC /AR/ - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 356 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is 2.92 and the average weighting 1.0%.

Quarter-by-quarter ownership
STEPHENS INC /AR/ ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$8,569,891
-6.8%
37,769
-3.3%
0.16%
-0.6%
Q2 2023$9,191,988
+7.7%
39,062
-6.4%
0.16%
+0.6%
Q1 2023$8,531,408
+21.7%
41,716
+2.4%
0.16%
+13.9%
Q4 2022$7,007,591
+0.2%
40,725
+1.5%
0.14%
-3.4%
Q3 2022$6,996,000
-3.3%
40,139
+0.8%
0.15%
+2.1%
Q2 2022$7,237,000
-22.3%
39,834
+0.7%
0.15%
-3.9%
Q1 2022$9,316,000
-7.0%
39,575
+3.0%
0.15%0.0%
Q4 2021$10,022,000
+18.4%
38,432
+6.6%
0.15%
+16.0%
Q3 2021$8,465,000
+4.6%
36,052
+3.1%
0.13%
+8.3%
Q2 2021$8,091,000
+16.7%
34,970
+4.4%
0.12%
+6.1%
Q1 2021$6,935,000
+5.4%
33,492
+3.7%
0.11%
-3.4%
Q4 2020$6,580,000
+5.7%
32,296
-3.8%
0.12%
-4.1%
Q3 2020$6,226,000
+11.4%
33,584
-1.7%
0.12%
+2.5%
Q2 2020$5,588,000
+19.8%
34,178
-6.9%
0.12%
-3.2%
Q1 2020$4,665,000
+7.5%
36,712
+23.3%
0.12%
+36.3%
Q4 2019$4,339,000
+5.7%
29,786
-3.8%
0.09%
+1.1%
Q3 2019$4,106,000
+3.0%
30,955
+0.6%
0.09%0.0%
Q2 2019$3,986,000
+4.3%
30,782
+0.2%
0.09%
-1.1%
Q1 2019$3,820,000
+22.0%
30,717
+5.0%
0.09%
+2.2%
Q4 2018$3,130,000
-11.3%
29,247
+6.2%
0.09%
+1.1%
Q3 2018$3,530,000
+12.2%
27,543
+4.2%
0.09%
-7.4%
Q2 2018$3,146,000
+14.7%
26,442
+8.1%
0.10%
-6.9%
Q1 2018$2,744,000
+9.6%
24,451
+8.7%
0.10%
+8.5%
Q4 2017$2,504,000
+6.5%
22,496
+0.2%
0.09%
+10.6%
Q3 2017$2,351,000
+3.4%
22,448
-1.2%
0.08%
+9.0%
Q2 2017$2,273,000
+17.4%
22,719
+12.3%
0.08%
+11.4%
Q1 2017$1,936,000
+9.6%
20,224
-0.3%
0.07%
-2.8%
Q4 2016$1,766,000
+2.1%
20,277
+2.6%
0.07%
-5.3%
Q3 2016$1,729,000
+5.0%
19,762
+0.2%
0.08%
+4.1%
Q2 2016$1,646,000
+8.5%
19,723
+8.1%
0.07%
-1.4%
Q1 2016$1,517,000
+5.8%
18,250
+5.7%
0.07%
+2.8%
Q4 2015$1,434,000
+18.6%
17,267
+11.1%
0.07%
+14.3%
Q3 2015$1,209,000
+10.2%
15,542
+17.6%
0.06%
+26.0%
Q2 2015$1,097,000
+2.3%
13,221
+2.8%
0.05%
+2.0%
Q1 2015$1,072,000
+16.5%
12,864
+13.6%
0.05%
+11.4%
Q4 2014$920,000
+117.0%
11,326
+107.6%
0.04%
+109.5%
Q3 2014$424,0005,4560.02%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2020
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,967,284$400,834,00051.95%
Zeit Capital LLC 80,168$16,334,00015.53%
FundX Investment Group, LLC 176,713$36,005,00015.03%
FC Advisory LLC 109,113$22,232,00011.12%
Pacific Center for Financial Services 146,839$29,919,00011.08%
Darwin Wealth Management, LLC 281,944$57,446,00010.79%
Black Diamond Financial, LLC 113,230$23,071,00010.59%
MEANS INVESTMENT CO., INC. 206,512$44,229,00010.08%
BHK Investment Advisors, LLC 103,633$21,115,0009.85%
Stuart Chaussee & Associates, Inc. 119,117$24,270,0009.78%
View complete list of VANGUARD WORLD FD shareholders