VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,970 | -3.6% | 1,300 | 0.0% | 0.10% | +5.4% |
| Q2 2023 | $305,916 | +15.1% | 1,300 | 0.0% | 0.09% | +12.0% |
| Q1 2023 | $265,863 | +4.0% | 1,300 | -12.5% | 0.08% | +3.8% |
| Q4 2022 | $255,524 | -1.3% | 1,485 | 0.0% | 0.08% | -5.9% |
| Q3 2022 | $259,000 | -6.5% | 1,485 | -2.8% | 0.08% | -5.6% |
| Q2 2022 | $277,000 | -22.8% | 1,527 | 0.0% | 0.09% | -10.9% |
| Q1 2022 | $359,000 | -9.8% | 1,527 | 0.0% | 0.10% | 0.0% |
| Q4 2021 | $398,000 | +10.9% | 1,527 | 0.0% | 0.10% | +1.0% |
| Q3 2021 | $359,000 | -6.3% | 1,527 | -7.8% | 0.10% | -4.8% |
| Q2 2021 | $383,000 | +11.7% | 1,657 | 0.0% | 0.10% | +8.2% |
| Q1 2021 | $343,000 | +1.5% | 1,657 | 0.0% | 0.10% | -1.0% |
| Q4 2020 | $338,000 | +10.1% | 1,657 | 0.0% | 0.10% | +1.0% |
| Q3 2020 | $307,000 | +13.3% | 1,657 | 0.0% | 0.10% | +9.0% |
| Q2 2020 | $271,000 | – | 1,657 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 3,626,424 | $623,998,723 | 28.82% |
| Erickson Financial Group, LLC | 93,707 | $16,124,163 | 17.45% |
| Zeit Capital LLC | 65,272 | $11,231,403 | 10.91% |
| Greytown Advisors Inc. | 106,758 | $18,369,926 | 9.98% |
| Bernardo Wealth Planning LLC | 123,532 | $21,256,182 | 9.94% |
| BHK Investment Advisors, LLC | 98,536 | $16,955,086 | 9.54% |
| FC Advisory LLC | 114,446 | $19,692,678 | 9.31% |
| Blackston Financial Advisory Group, LLC | 72,847 | $12,535 | 9.10% |
| ANGELES WEALTH MANAGEMENT, LLC | 280,422 | $48,252,149 | 8.44% |
| Tower Wealth Partners, Inc. | 54,227 | $9,330,840 | 8.13% |