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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $400,000 | +53.3% | 1,700 | +70.0% | 0.00% | +200.0% |
| Q4 2021 | $261,000 | -28.9% | 1,000 | -69.4% | 0.00% | -66.7% |
| Q1 2018 | $367,000 | +243.0% | 3,272 | +239.8% | 0.00% | +200.0% |
| Q4 2017 | $107,000 | -68.0% | 963 | -69.8% | 0.00% | -66.7% |
| Q3 2017 | $334,000 | -33.7% | 3,191 | -44.8% | 0.00% | -25.0% |
| Q4 2016 | $504,000 | +64.2% | 5,782 | +56.5% | 0.00% | +100.0% |
| Q1 2016 | $307,000 | -67.1% | 3,695 | -67.1% | 0.00% | -71.4% |
| Q4 2015 | $934,000 | -47.8% | 11,245 | -51.1% | 0.01% | -36.4% |
| Q3 2015 | $1,788,000 | -46.2% | 22,988 | -42.6% | 0.01% | -50.0% |
| Q2 2015 | $3,322,000 | -31.7% | 40,045 | -31.4% | 0.02% | -24.1% |
| Q1 2015 | $4,866,000 | +1.8% | 58,391 | -0.7% | 0.03% | +26.1% |
| Q4 2014 | $4,778,000 | +88.9% | 58,791 | +80.7% | 0.02% | +53.3% |
| Q3 2014 | $2,530,000 | -12.1% | 32,531 | -13.2% | 0.02% | -11.8% |
| Q2 2014 | $2,878,000 | – | 37,480 | – | 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% |