VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 356 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is 2.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $209,000 | -0.5% | 1,010 | -10.9% | 0.03% | -17.5% |
| Q3 2020 | $210,000 | +2.4% | 1,133 | -40.8% | 0.04% | -48.1% |
| Q4 2018 | $205,000 | -28.3% | 1,915 | -14.2% | 0.08% | -13.5% |
| Q3 2018 | $286,000 | +7.9% | 2,231 | +0.2% | 0.09% | -4.3% |
| Q2 2018 | $265,000 | +6.0% | 2,227 | 0.0% | 0.09% | +24.0% |
| Q1 2018 | $250,000 | +3.3% | 2,227 | +2.5% | 0.08% | +2.7% |
| Q4 2017 | $242,000 | +3.4% | 2,173 | -2.8% | 0.07% | +28.1% |
| Q3 2017 | $234,000 | +4.9% | 2,235 | +0.2% | 0.06% | -1.7% |
| Q2 2017 | $223,000 | +7.7% | 2,231 | +3.1% | 0.06% | 0.0% |
| Q1 2017 | $207,000 | – | 2,163 | – | 0.06% | – |
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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% |