VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 356 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is 2.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $857,815 | +3.4% | 3,780 | +7.2% | 0.09% | +4.9% |
| Q2 2023 | $829,724 | +5.4% | 3,525 | -8.4% | 0.08% | -1.2% |
| Q1 2023 | $787,239 | +11.7% | 3,849 | -6.0% | 0.08% | +5.1% |
| Q4 2022 | $704,963 | +22.8% | 4,096 | +24.3% | 0.08% | -4.8% |
| Q3 2022 | $574,000 | +84.0% | 3,296 | +92.0% | 0.08% | +97.6% |
| Q2 2022 | $312,000 | +4.7% | 1,717 | +35.6% | 0.04% | +16.7% |
| Q1 2022 | $298,000 | -14.6% | 1,266 | -5.5% | 0.04% | -21.7% |
| Q4 2021 | $349,000 | +11.1% | 1,339 | 0.0% | 0.05% | -4.2% |
| Q3 2021 | $314,000 | +1.3% | 1,339 | 0.0% | 0.05% | -7.7% |
| Q2 2021 | $310,000 | +20.6% | 1,339 | +8.1% | 0.05% | -11.9% |
| Q1 2021 | $257,000 | -0.8% | 1,239 | -2.5% | 0.06% | -13.2% |
| Q4 2020 | $259,000 | -15.9% | 1,271 | -23.4% | 0.07% | -29.2% |
| Q3 2020 | $308,000 | – | 1,659 | – | 0.10% | – |
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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% |