VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 274 filers reported holding VANGUARD WORLD FD in Q1 2020. The put-call ratio across all filers is 2.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $300,699 | +9.6% | 957 | 0.0% | 0.05% | 0.0% |
| Q1 2024 | $274,286 | +10.4% | 957 | 0.0% | 0.05% | +1.9% |
| Q4 2023 | $248,351 | +14.4% | 957 | 0.0% | 0.05% | 0.0% |
| Q3 2023 | $217,143 | -3.6% | 957 | 0.0% | 0.05% | +2.0% |
| Q2 2023 | $225,201 | -29.4% | 957 | -29.5% | 0.05% | -28.2% |
| Q1 2022 | $319,000 | -9.9% | 1,357 | 0.0% | 0.07% | -1.4% |
| Q4 2021 | $354,000 | +11.0% | 1,357 | 0.0% | 0.07% | +1.4% |
| Q3 2021 | $319,000 | +1.6% | 1,357 | 0.0% | 0.07% | +2.9% |
| Q2 2021 | $314,000 | +11.7% | 1,357 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $281,000 | +1.8% | 1,357 | 0.0% | 0.07% | 0.0% |
| Q4 2020 | $276,000 | +9.5% | 1,357 | 0.0% | 0.07% | -5.5% |
| Q3 2020 | $252,000 | +13.5% | 1,357 | 0.0% | 0.07% | +2.8% |
| Q2 2020 | $222,000 | +10.4% | 1,357 | -14.2% | 0.07% | -9.0% |
| Q1 2020 | $201,000 | -12.6% | 1,582 | 0.0% | 0.08% | +6.8% |
| Q4 2019 | $230,000 | – | 1,582 | – | 0.07% | – |
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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% |