LPL Financial LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.8%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$167,420,292
-0.9%
737,859
+2.8%
0.12%
-3.3%
Q2 2023$168,900,388
+22.0%
717,748
+6.0%
0.12%
+12.0%
Q1 2023$138,475,274
+15.6%
677,108
-2.7%
0.11%
+4.9%
Q4 2022$119,758,577
-3.0%
695,988
-1.8%
0.10%
-13.4%
Q3 2022$123,477,000
-4.0%
708,459
+0.1%
0.12%
-2.5%
Q2 2022$128,607,000
-18.7%
707,836
+5.4%
0.12%
-10.3%
Q1 2022$158,142,000
-12.9%
671,802
-3.5%
0.14%
-10.5%
Q4 2021$181,540,000
+11.7%
696,196
+0.6%
0.15%
-0.7%
Q3 2021$162,512,000
+10.7%
692,131
+9.1%
0.15%
+3.4%
Q2 2021$146,789,000
+13.8%
634,408
+1.8%
0.15%0.0%
Q1 2021$129,005,000
+2.2%
623,001
+0.5%
0.15%
-9.2%
Q4 2020$126,242,000
+20.6%
619,595
+9.7%
0.16%
-0.6%
Q3 2020$104,720,000
+18.3%
564,835
+4.4%
0.16%
+6.5%
Q2 2020$88,492,000
+47.7%
541,202
+14.8%
0.15%
+19.4%
Q1 2020$59,917,000
-26.2%
471,493
-15.4%
0.13%
-12.8%
Q4 2019$81,199,000
+15.3%
557,457
+5.0%
0.15%
+3.5%
Q3 2019$70,452,000
+3.9%
531,073
+1.4%
0.14%
-1.4%
Q2 2019$67,790,000
+5.5%
523,555
+1.3%
0.14%
-0.7%
Q1 2019$64,280,000
+44.8%
516,925
+24.6%
0.15%
+23.7%
Q4 2018$44,395,000
-10.5%
414,864
+7.2%
0.12%
-0.8%
Q3 2018$49,583,000
+14.2%
386,854
+6.0%
0.12%
+4.4%
Q2 2018$43,435,000
-1.9%
365,095
-7.5%
0.11%
-6.6%
Q1 2018$44,295,000
-1.0%
394,642
-1.8%
0.12%
-10.3%
Q4 2017$44,739,000
+42.0%
401,857
+33.5%
0.14%
+22.5%
Q3 2017$31,512,000
+6.6%
300,914
+1.8%
0.11%
-0.9%
Q2 2017$29,573,000
+8.2%
295,551
+3.5%
0.11%
-39.8%
Q1 2017$27,322,000
+21.4%
285,587
+11.3%
0.19%
+8.8%
Q4 2016$22,510,000
+7.3%
256,499
+6.3%
0.17%
-14.1%
Q3 2016$20,973,000
+10.2%
241,314
+6.4%
0.20%
+23.6%
Q2 2016$19,039,000
-47.5%
226,789
-48.1%
0.16%
+59.4%
Q1 2016$36,237,000
-5.1%
437,220
-6.5%
0.10%
-4.7%
Q4 2015$38,169,000
+155.7%
467,848
+152.5%
0.11%
+29.3%
Q3 2015$14,929,000
-17.6%
185,274
-14.7%
0.08%
-10.9%
Q2 2015$18,123,000
+3.0%
217,303
+2.5%
0.09%
+2.2%
Q1 2015$17,588,000
+4.5%
211,933
+2.3%
0.09%
-2.2%
Q4 2014$16,833,000
+58.8%
207,129
+49.8%
0.09%
+46.0%
Q3 2014$10,598,000
+9.1%
138,229
+9.2%
0.06%
+10.5%
Q2 2014$9,715,000
+15.4%
126,535
+8.9%
0.06%
+9.6%
Q1 2014$8,415,000
-11.9%
116,236
-11.8%
0.05%
-13.3%
Q4 2013$9,555,000
+11.9%
131,827
+2.4%
0.06%
+5.3%
Q3 2013$8,541,000
+12.3%
128,704
+2.2%
0.06%
+3.6%
Q2 2013$7,605,000125,8900.06%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders