VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 13 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
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 | 3,778,515 | $857,345,064 | 35.83% |
| Erickson Financial Group, LLC | 89,445 | $20,295,070 | 18.98% |
| Zeit Capital LLC | 79,675 | $18,078,218 | 16.76% |
| BHK Investment Advisors, LLC | 108,511 | $24,621,150 | 11.32% |
| FC Advisory LLC | 116,993 | $26,545,681 | 11.17% |
| Portfolio Strategies, Inc. | 255,307 | $57,927,951 | 11.16% |
| Greytown Advisors Inc. | 88,542 | $20,090,204 | 11.12% |
| Bernardo Wealth Planning LLC | 122,375 | $27,766,862 | 10.98% |
| ANGELES WEALTH MANAGEMENT, LLC | 335,017 | $76,015,273 | 10.74% |
| Kensington Asset Management, LLC | 426,000 | $96,659,400 | 10.06% |