VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 565 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,574 | -3.6% | 15,750 | 0.0% | 1.66% | +2.2% |
| Q2 2023 | $3,706 | +36.8% | 15,750 | 0.0% | 1.62% | +18.6% |
| Q4 2022 | $2,710 | -99.9% | 15,750 | 0.0% | 1.37% | -10.6% |
| Q3 2022 | $2,745,000 | -4.1% | 15,750 | 0.0% | 1.53% | +10.0% |
| Q2 2022 | $2,862,000 | -22.8% | 15,750 | 0.0% | 1.39% | -3.2% |
| Q1 2022 | $3,708,000 | -9.7% | 15,750 | 0.0% | 1.44% | +2.3% |
| Q4 2021 | $4,107,000 | +11.1% | 15,750 | 0.0% | 1.40% | +2.4% |
| Q3 2021 | $3,698,000 | +1.5% | 15,750 | 0.0% | 1.37% | +4.7% |
| Q2 2021 | $3,644,000 | +10.7% | 15,750 | -0.9% | 1.31% | +3.1% |
| Q1 2021 | $3,292,000 | -6.6% | 15,900 | -8.1% | 1.27% | -11.2% |
| Q4 2020 | $3,525,000 | +9.9% | 17,300 | 0.0% | 1.43% | -4.2% |
| Q3 2020 | $3,207,000 | +13.4% | 17,300 | 0.0% | 1.49% | +6.2% |
| Q2 2020 | $2,829,000 | +28.7% | 17,300 | 0.0% | 1.41% | -3.8% |
| Q1 2020 | $2,198,000 | -0.0% | 17,300 | +14.6% | 1.46% | +42.4% |
| Q4 2019 | $2,199,000 | – | 15,100 | – | 1.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 3,778,515 | $857,345,064 | 35.83% |
| Erickson Financial Group, LLC | 89,445 | $20,295,070 | 18.98% |
| Zeit Capital LLC | 79,675 | $18,078,218 | 16.76% |
| BHK Investment Advisors, LLC | 108,511 | $24,621,150 | 11.32% |
| FC Advisory LLC | 116,993 | $26,545,681 | 11.17% |
| Portfolio Strategies, Inc. | 255,307 | $57,927,951 | 11.16% |
| Greytown Advisors Inc. | 88,542 | $20,090,204 | 11.12% |
| Bernardo Wealth Planning LLC | 122,375 | $27,766,862 | 10.98% |
| ANGELES WEALTH MANAGEMENT, LLC | 335,017 | $76,015,273 | 10.74% |
| Kensington Asset Management, LLC | 426,000 | $96,659,400 | 10.06% |