PLANNING DIRECTIONS INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
PLANNING DIRECTIONS INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$305
-1.6%
1,343
+2.1%
0.23%
+3.1%
Q2 2023$310
+15.2%
1,316
+0.1%
0.23%
+13.0%
Q1 2023$269
+22.8%
1,315
+3.5%
0.20%
+19.8%
Q4 2022$219
-99.9%
1,271
-18.5%
0.17%
-24.1%
Q3 2022$272,000
-8.1%
1,560
-4.4%
0.22%
-3.1%
Q2 2022$296,000
-4.8%
1,631
+23.3%
0.23%
+4.1%
Q1 2022$311,000
-8.5%
1,323
+1.5%
0.22%
-3.5%
Q4 2021$340,000
+10.0%
1,303
-1.0%
0.23%
+0.4%
Q3 2021$309,000
+2.3%
1,316
+0.8%
0.22%
+1.8%
Q2 2021$302,000
+1.3%
1,306
-9.3%
0.22%
-5.6%
Q1 2021$298,000
+7.6%
1,440
+6.0%
0.23%
+4.5%
Q4 2020$277,000
+1.8%
1,359
-7.3%
0.22%
-6.7%
Q3 2020$272,000
+19.8%
1,466
+5.7%
0.24%
+13.2%
Q2 2020$227,0001,3870.21%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders