VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 145 filers reported holding VANGUARD WORLD FD in Q1 2017. The put-call ratio across all filers is 0.92 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $231,000 | -37.1% | 2,071 | -40.8% | 0.03% | -37.7% |
| Q3 2017 | $367,000 | +4.9% | 3,500 | 0.0% | 0.05% | +8.2% |
| Q2 2017 | $350,000 | +4.5% | 3,500 | 0.0% | 0.05% | +2.1% |
| Q1 2017 | $335,000 | -54.7% | 3,500 | -58.8% | 0.05% | -61.3% |
| Q4 2016 | $740,000 | -0.5% | 8,500 | 0.0% | 0.12% | -8.8% |
| Q3 2016 | $744,000 | +4.9% | 8,500 | 0.0% | 0.14% | -7.5% |
| Q2 2016 | $709,000 | +0.3% | 8,500 | 0.0% | 0.15% | +4.3% |
| Q1 2016 | $707,000 | +0.1% | 8,500 | 0.0% | 0.14% | +1.4% |
| Q4 2015 | $706,000 | +6.8% | 8,500 | 0.0% | 0.14% | -9.2% |
| Q3 2015 | $661,000 | -6.2% | 8,500 | 0.0% | 0.15% | -78.1% |
| Q2 2015 | $705,000 | -41.2% | 8,500 | -41.0% | 0.70% | +142.4% |
| Q1 2015 | $1,200,000 | +25.1% | 14,400 | +22.0% | 0.29% | +17.6% |
| Q4 2014 | $959,000 | -38.6% | 11,800 | -41.3% | 0.24% | -41.9% |
| Q3 2014 | $1,563,000 | – | 20,100 | – | 0.42% | – |
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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% |