CALTON & ASSOCIATES, INC. - 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
CALTON & ASSOCIATES, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2021$502,000
+1.2%
2,1420.0%0.11%
+17.0%
Q2 2021$496,000
+11.7%
2,1420.0%0.09%
+9.3%
Q1 2021$444,000
+1.8%
2,1420.0%0.09%
+10.3%
Q4 2020$436,000
+7.1%
2,142
-2.3%
0.08%
-7.1%
Q3 2020$407,000
+13.7%
2,1920.0%0.08%
+7.7%
Q2 2020$358,000
+19.7%
2,192
-6.9%
0.08%
+5.4%
Q1 2020$299,000
-46.5%
2,355
-44.1%
0.07%
-40.3%
Q3 2019$559,000
+1040.8%
4,210
+914.5%
0.12%
+933.3%
Q4 2017$49,0004150.01%
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