VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 528 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,502,253 | -5.0% | 11,028 | -1.5% | 0.06% | -1.7% |
| Q2 2023 | $2,635,113 | +13.7% | 11,198 | -1.2% | 0.06% | +3.4% |
| Q1 2023 | $2,317,712 | +18.9% | 11,333 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $1,950,069 | -4.4% | 11,333 | -3.2% | 0.06% | -18.3% |
| Q3 2022 | $2,040,000 | -4.0% | 11,704 | 0.0% | 0.07% | -5.3% |
| Q2 2022 | $2,126,000 | -22.8% | 11,704 | 0.0% | 0.08% | -12.8% |
| Q1 2022 | $2,755,000 | -24.1% | 11,704 | -16.0% | 0.09% | -21.1% |
| Q4 2021 | $3,631,000 | +20.0% | 13,926 | +8.1% | 0.11% | +5.8% |
| Q3 2021 | $3,026,000 | +1.3% | 12,886 | -0.2% | 0.10% | 0.0% |
| Q2 2021 | $2,987,000 | +8.5% | 12,910 | -2.9% | 0.10% | +1.0% |
| Q1 2021 | $2,754,000 | -65.5% | 13,302 | -66.0% | 0.10% | -67.7% |
| Q4 2020 | $7,976,000 | +497.5% | 39,147 | +443.7% | 0.32% | +435.6% |
| Q3 2020 | $1,335,000 | +8.4% | 7,200 | -4.4% | 0.06% | 0.0% |
| Q2 2020 | $1,231,000 | +28.6% | 7,528 | 0.0% | 0.06% | +5.4% |
| Q1 2020 | $957,000 | -12.8% | 7,528 | 0.0% | 0.06% | +12.0% |
| Q4 2019 | $1,097,000 | +9.8% | 7,528 | 0.0% | 0.05% | +6.4% |
| Q3 2019 | $999,000 | -4.4% | 7,528 | -6.7% | 0.05% | -6.0% |
| Q2 2019 | $1,045,000 | +4.1% | 8,071 | 0.0% | 0.05% | -3.8% |
| Q1 2019 | $1,004,000 | +16.2% | 8,071 | 0.0% | 0.05% | +4.0% |
| Q4 2018 | $864,000 | -21.1% | 8,071 | -5.5% | 0.05% | -12.3% |
| Q3 2018 | $1,095,000 | +7.8% | 8,542 | 0.0% | 0.06% | +1.8% |
| Q2 2018 | $1,016,000 | -3.7% | 8,542 | -9.1% | 0.06% | -5.1% |
| Q1 2018 | $1,055,000 | +0.8% | 9,400 | 0.0% | 0.06% | +3.5% |
| Q4 2017 | $1,047,000 | +6.4% | 9,400 | 0.0% | 0.06% | +5.6% |
| Q3 2017 | $984,000 | +1.4% | 9,400 | 0.0% | 0.05% | -23.9% |
| Q2 2017 | $970,000 | +7.8% | 9,400 | 0.0% | 0.07% | +10.9% |
| Q1 2017 | $900,000 | +9.9% | 9,400 | 0.0% | 0.06% | +1.6% |
| Q4 2016 | $819,000 | -0.4% | 9,400 | 0.0% | 0.06% | -6.0% |
| Q3 2016 | $822,000 | +4.7% | 9,400 | 0.0% | 0.07% | +1.5% |
| Q2 2016 | $785,000 | +0.5% | 9,400 | 0.0% | 0.07% | -4.3% |
| Q1 2016 | $781,000 | 0.0% | 9,400 | 0.0% | 0.07% | -9.2% |
| Q4 2015 | $781,000 | +6.8% | 9,400 | 0.0% | 0.08% | -1.3% |
| Q3 2015 | $731,000 | -6.3% | 9,400 | 0.0% | 0.08% | +1.3% |
| Q2 2015 | $780,000 | -0.4% | 9,400 | 0.0% | 0.08% | -1.3% |
| Q1 2015 | $783,000 | +2.5% | 9,400 | 0.0% | 0.08% | -12.5% |
| Q4 2014 | $764,000 | +4.5% | 9,400 | 0.0% | 0.09% | +1.1% |
| Q3 2014 | $731,000 | +1.2% | 9,400 | 0.0% | 0.09% | +2.4% |
| Q2 2014 | $722,000 | +9.9% | 9,400 | +3.5% | 0.08% | +10.4% |
| Q1 2014 | $657,000 | -0.2% | 9,080 | 0.0% | 0.08% | +4.1% |
| Q4 2013 | $658,000 | +6.5% | 9,080 | -3.8% | 0.07% | -2.6% |
| Q3 2013 | $618,000 | +8.4% | 9,440 | 0.0% | 0.08% | -1.3% |
| Q2 2013 | $570,000 | – | 9,440 | – | 0.08% | – |
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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% |