VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $509,000 | +7.2% | 1,953 | -3.5% | 0.01% | 0.0% |
| Q3 2021 | $475,000 | -4.4% | 2,024 | -5.8% | 0.01% | 0.0% |
| Q2 2021 | $497,000 | +9.2% | 2,149 | -2.1% | 0.01% | 0.0% |
| Q1 2021 | $455,000 | -0.9% | 2,195 | -2.7% | 0.01% | -12.5% |
| Q4 2020 | $459,000 | +354.5% | 2,255 | +226.8% | 0.01% | +300.0% |
| Q4 2019 | $101,000 | -12.2% | 690 | -20.2% | 0.00% | -33.3% |
| Q3 2019 | $115,000 | +26.4% | 865 | +22.7% | 0.00% | +50.0% |
| Q2 2019 | $91,000 | +1.1% | 705 | -2.6% | 0.00% | 0.0% |
| Q1 2019 | $90,000 | +16.9% | 724 | +0.6% | 0.00% | 0.0% |
| Q4 2018 | $77,000 | -68.2% | 720 | -64.7% | 0.00% | -66.7% |
| Q2 2018 | $242,000 | -7.6% | 2,038 | -12.8% | 0.01% | -14.3% |
| Q1 2018 | $262,000 | +1.2% | 2,338 | -5.4% | 0.01% | 0.0% |
| Q4 2017 | $259,000 | 0.0% | 2,472 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $259,000 | -15.6% | 2,472 | -19.4% | 0.01% | -12.5% |
| Q2 2017 | $307,000 | +8.9% | 3,066 | +4.2% | 0.01% | 0.0% |
| Q1 2017 | $282,000 | – | 2,943 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 3,626,424 | $623,998,723 | 28.82% |
| Erickson Financial Group, LLC | 93,707 | $16,124,163 | 17.45% |
| Zeit Capital LLC | 65,272 | $11,231,403 | 10.91% |
| Greytown Advisors Inc. | 106,758 | $18,369,926 | 9.98% |
| Bernardo Wealth Planning LLC | 123,532 | $21,256,182 | 9.94% |
| BHK Investment Advisors, LLC | 98,536 | $16,955,086 | 9.54% |
| FC Advisory LLC | 114,446 | $19,692,678 | 9.31% |
| Blackston Financial Advisory Group, LLC | 72,847 | $12,535 | 9.10% |
| ANGELES WEALTH MANAGEMENT, LLC | 280,422 | $48,252,149 | 8.44% |
| Tower Wealth Partners, Inc. | 54,227 | $9,330,840 | 8.13% |