VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 323 filers reported holding VANGUARD WORLD FD in Q2 2020. The put-call ratio across all filers is 0.74 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,490,926 | +16.3% | 4,745 | +6.1% | 0.02% | +14.3% |
Q1 2024 | $1,281,433 | +131.2% | 4,471 | +109.4% | 0.01% | +100.0% |
Q4 2023 | $554,150 | +10.3% | 2,135 | -3.6% | 0.01% | 0.0% |
Q3 2023 | $502,357 | +91.0% | 2,214 | +98.2% | 0.01% | +75.0% |
Q1 2022 | $263,000 | -25.9% | 1,117 | -17.9% | 0.00% | -33.3% |
Q4 2021 | $355,000 | +32.0% | 1,360 | +18.6% | 0.01% | +20.0% |
Q3 2021 | $269,000 | +10.2% | 1,147 | +8.8% | 0.01% | +25.0% |
Q2 2021 | $244,000 | -2.4% | 1,054 | -21.7% | 0.00% | -33.3% |
Q3 2020 | $250,000 | +22.5% | 1,346 | +8.0% | 0.01% | 0.0% |
Q2 2020 | $204,000 | – | 1,246 | – | 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% |