VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 483 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300 | -3.5% | 1,322 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $311 | -16.6% | 1,322 | -27.4% | 0.02% | -21.1% |
| Q1 2023 | $373 | +22.7% | 1,822 | +3.1% | 0.02% | +11.8% |
| Q4 2022 | $304 | -99.9% | 1,767 | -38.1% | 0.02% | -39.3% |
| Q3 2022 | $498,000 | +0.8% | 2,856 | +5.1% | 0.03% | +3.7% |
| Q2 2022 | $494,000 | -22.4% | 2,717 | +0.4% | 0.03% | -6.9% |
| Q1 2022 | $637,000 | +46.4% | 2,706 | +62.2% | 0.03% | +52.6% |
| Q4 2021 | $435,000 | +65.4% | 1,668 | +48.7% | 0.02% | +58.3% |
| Q3 2021 | $263,000 | +1.2% | 1,122 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $260,000 | +12.1% | 1,122 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $232,000 | +1.3% | 1,122 | 0.0% | 0.01% | -35.0% |
| Q4 2020 | $229,000 | +10.1% | 1,122 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $208,000 | – | 1,122 | – | 0.02% | – |
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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% |