VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 482 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.61 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,333 | +20.0% | 1,425 | +24.5% | 0.03% | +23.8% |
| Q2 2023 | $269,442 | +27.3% | 1,145 | +10.6% | 0.02% | +23.5% |
| Q1 2023 | $211,668 | -3.3% | 1,035 | -17.5% | 0.02% | -15.0% |
| Q3 2022 | $219,000 | -5.2% | 1,255 | -1.2% | 0.02% | -4.8% |
| Q2 2022 | $231,000 | -23.3% | 1,270 | -0.8% | 0.02% | -8.7% |
| Q1 2022 | $301,000 | -9.9% | 1,280 | 0.0% | 0.02% | -4.2% |
| Q4 2021 | $334,000 | +11.0% | 1,280 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $301,000 | +2.7% | 1,280 | +1.2% | 0.02% | +9.1% |
| Q2 2021 | $293,000 | +8.5% | 1,265 | -3.1% | 0.02% | 0.0% |
| Q1 2021 | $270,000 | -2.2% | 1,305 | -3.7% | 0.02% | -8.3% |
| Q4 2020 | $276,000 | +15.5% | 1,355 | +5.0% | 0.02% | +4.3% |
| Q3 2020 | $239,000 | – | 1,290 | – | 0.02% | – |
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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% |