VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,776,902 | +0.7% | 51,903 | +4.4% | 0.03% | -44.3% |
Q2 2023 | $11,700,691 | +6.3% | 49,722 | -7.6% | 0.06% | +165.2% |
Q1 2023 | $11,008,160 | -11.0% | 53,827 | -25.1% | 0.02% | -17.9% |
Q4 2022 | $12,370,284 | +273.6% | 71,891 | +278.5% | 0.03% | +211.1% |
Q3 2022 | $3,311,000 | -13.3% | 18,996 | -9.7% | 0.01% | -10.0% |
Q2 2022 | $3,820,000 | -11.2% | 21,027 | +15.1% | 0.01% | +11.1% |
Q1 2022 | $4,302,000 | -11.7% | 18,275 | -2.1% | 0.01% | -10.0% |
Q4 2021 | $4,870,000 | +7.6% | 18,674 | -3.1% | 0.01% | -9.1% |
Q3 2021 | $4,526,000 | -0.1% | 19,275 | -1.6% | 0.01% | -8.3% |
Q2 2021 | $4,532,000 | +22.7% | 19,586 | +9.8% | 0.01% | 0.0% |
Q1 2021 | $3,693,000 | -3.3% | 17,836 | -4.9% | 0.01% | 0.0% |
Q4 2020 | $3,820,000 | +40.4% | 18,748 | +27.8% | 0.01% | +9.1% |
Q3 2020 | $2,721,000 | +16.4% | 14,674 | +2.6% | 0.01% | 0.0% |
Q2 2020 | $2,338,000 | +38.8% | 14,300 | +7.9% | 0.01% | +10.0% |
Q1 2020 | $1,684,000 | +79.9% | 13,253 | +106.1% | 0.01% | +150.0% |
Q4 2019 | $936,000 | +9.7% | 6,429 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $853,000 | -5.5% | 6,429 | -7.8% | 0.00% | -20.0% |
Q2 2019 | $903,000 | -11.6% | 6,971 | -15.1% | 0.01% | 0.0% |
Q1 2019 | $1,021,000 | +2.5% | 8,212 | -11.8% | 0.01% | -16.7% |
Q4 2018 | $996,000 | -16.8% | 9,307 | -0.4% | 0.01% | 0.0% |
Q3 2018 | $1,197,000 | +17.6% | 9,341 | +9.1% | 0.01% | 0.0% |
Q2 2018 | $1,018,000 | +72.5% | 8,558 | +62.8% | 0.01% | +50.0% |
Q1 2018 | $590,000 | +44.6% | 5,256 | +43.6% | 0.00% | +33.3% |
Q4 2017 | $408,000 | +37.4% | 3,661 | +29.4% | 0.00% | +50.0% |
Q3 2017 | $297,000 | +4.9% | 2,830 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $283,000 | +4.4% | 2,830 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $271,000 | +10.2% | 2,830 | -0.0% | 0.00% | 0.0% |
Q4 2016 | $246,000 | +4.2% | 2,831 | +0.0% | 0.00% | 0.0% |
Q2 2016 | $236,000 | – | 2,830 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Erickson Financial Group, LLC | 116,914 | $27,522,000 | 24.76% |
Zeit Capital LLC | 75,802 | $17,844,000 | 14.93% |
Bernardo Wealth Planning LLC | 117,989 | $27,774,000 | 13.79% |
FC Advisory LLC | 111,874 | $26,335,000 | 11.41% |
ANGELES WEALTH MANAGEMENT, LLC | 244,778 | $57,621,000 | 10.90% |
Blackston Financial Advisory Group, LLC | 69,828 | $16,396,000 | 10.69% |
BHK Investment Advisors, LLC | 103,702 | $24,411,000 | 10.21% |
Financial Sense Advisors, Inc. | 109,461 | $25,767,000 | 9.65% |
Pacific Center for Financial Services | 109,461 | $25,767,000 | 9.21% |
Greytown Advisors Inc. | 79,587 | $18,731,000 | 9.05% |