VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 489 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,953 | -3.6% | 1,225 | 0.0% | 0.13% | +0.8% |
| Q2 2023 | $288,267 | +8.8% | 1,225 | -5.4% | 0.13% | +1.6% |
| Q1 2023 | $264,840 | +18.9% | 1,295 | 0.0% | 0.13% | +14.4% |
| Q4 2022 | $222,831 | -6.8% | 1,295 | -5.5% | 0.11% | -19.6% |
| Q3 2022 | $239,000 | -5.2% | 1,370 | -1.1% | 0.14% | -5.5% |
| Q2 2022 | $252,000 | -22.7% | 1,385 | 0.0% | 0.15% | -20.2% |
| Q1 2022 | $326,000 | -14.9% | 1,385 | -5.8% | 0.18% | -20.8% |
| Q4 2021 | $383,000 | +11.0% | 1,470 | 0.0% | 0.23% | +5.5% |
| Q3 2021 | $345,000 | -4.2% | 1,470 | -5.5% | 0.22% | -6.0% |
| Q2 2021 | $360,000 | +10.4% | 1,555 | -1.3% | 0.23% | -1.7% |
| Q1 2021 | $326,000 | +1.6% | 1,575 | 0.0% | 0.24% | -12.2% |
| Q4 2020 | $321,000 | +9.9% | 1,575 | 0.0% | 0.27% | -9.1% |
| Q3 2020 | $292,000 | -18.0% | 1,575 | -27.6% | 0.30% | -30.9% |
| Q2 2020 | $356,000 | – | 2,175 | – | 0.43% | – |
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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% |