VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 576 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $511,534 | +9.6% | 1,628 | 0.0% | 0.04% | +7.5% |
| Q1 2024 | $466,601 | +2.6% | 1,628 | -7.1% | 0.04% | -9.1% |
| Q4 2023 | $454,662 | +14.4% | 1,752 | 0.0% | 0.04% | 0.0% |
| Q3 2023 | $397,529 | -24.7% | 1,752 | -21.9% | 0.04% | -21.4% |
| Q2 2023 | $527,587 | +15.1% | 2,242 | 0.0% | 0.06% | +14.3% |
| Q1 2023 | $458,511 | +18.9% | 2,242 | 0.0% | 0.05% | +8.9% |
| Q4 2022 | $385,781 | +3.7% | 2,242 | +4.9% | 0.04% | -6.2% |
| Q3 2022 | $372,000 | -4.1% | 2,137 | 0.0% | 0.05% | +4.3% |
| Q2 2022 | $388,000 | -22.9% | 2,137 | 0.0% | 0.05% | -17.9% |
| Q1 2022 | $503,000 | -9.7% | 2,137 | 0.0% | 0.06% | -12.5% |
| Q4 2021 | $557,000 | +11.0% | 2,137 | 0.0% | 0.06% | +1.6% |
| Q3 2021 | $502,000 | – | 2,137 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 3,832,002 | $783,682,678 | 33.43% |
| Erickson Financial Group, LLC | 93,977 | $19,219,236 | 19.06% |
| Zeit Capital LLC | 80,608 | $16,485,108 | 15.25% |
| Greytown Advisors Inc. | 108,279 | $22,144,250 | 11.45% |
| BHK Investment Advisors, LLC | 123,312 | $25,218,473 | 11.02% |
| Bernardo Wealth Planning LLC | 125,340 | $25,633,351 | 11.00% |
| FC Advisory LLC | 115,165 | $23,552,326 | 10.41% |
| Kensington Asset Management, LLC | 460,700 | $94,217,757 | 9.83% |
| Blackston Financial Advisory Group, LLC | 63,926 | $13,073 | 9.77% |
| Tower Wealth Partners, Inc. | 54,773 | $11,201,626 | 9.36% |