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 | $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 ↓ |
|---|---|---|---|
| Erickson Financial Group, LLC | 116,914 | $27,522,000 | 24.76% |
| Zeit Capital LLC | 75,802 | $17,844,000 | 14.93% |
| Bernardo Wealth Planning LLC | 117,989 | $27,774,000 | 13.79% |
| FC Advisory LLC | 111,874 | $26,335,000 | 11.41% |
| ANGELES WEALTH MANAGEMENT, LLC | 244,778 | $57,621,000 | 10.90% |
| Blackston Financial Advisory Group, LLC | 69,828 | $16,396,000 | 10.69% |
| BHK Investment Advisors, LLC | 103,702 | $24,411,000 | 10.21% |
| Financial Sense Advisors, Inc. | 109,461 | $25,767,000 | 9.65% |
| Pacific Center for Financial Services | 109,461 | $25,767,000 | 9.21% |
| Greytown Advisors Inc. | 79,587 | $18,731,000 | 9.05% |