VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 86 filers reported holding VANGUARD WORLD FD in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $839,000 | +15.6% | 10,333 | +10.7% | 0.02% | +15.4% |
| Q3 2014 | $726,000 | +13.3% | 9,336 | +12.1% | 0.01% | +18.2% |
| Q2 2014 | $641,000 | +80.1% | 8,329 | +69.2% | 0.01% | +57.1% |
| Q1 2014 | $356,000 | +2.9% | 4,922 | +3.2% | 0.01% | +16.7% |
| Q4 2013 | $346,000 | +18.5% | 4,768 | +7.0% | 0.01% | 0.0% |
| Q3 2013 | $292,000 | +35.8% | 4,455 | +25.3% | 0.01% | +20.0% |
| Q2 2013 | $215,000 | – | 3,555 | – | 0.01% | – |
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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% |