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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,051,000 | +11.3% | 11,700 | +6.4% | 1.81% | +7.4% |
| Q3 2021 | $2,741,000 | +7.7% | 11,000 | 0.0% | 1.69% | -1.1% |
| Q2 2021 | $2,545,000 | +11.7% | 11,000 | 0.0% | 1.70% | +17.6% |
| Q1 2021 | $2,278,000 | +1.7% | 11,000 | 0.0% | 1.45% | +2.3% |
| Q4 2020 | $2,241,000 | +34.4% | 11,000 | +1122.2% | 1.42% | +9.5% |
| Q3 2020 | $1,668,000 | +7.4% | 900 | -90.5% | 1.29% | -3.0% |
| Q2 2020 | $1,553,000 | +69.7% | 9,500 | +31.9% | 1.33% | +48.1% |
| Q1 2020 | $915,000 | +25.7% | 7,200 | +44.0% | 0.90% | +51.5% |
| Q4 2019 | $728,000 | +7.7% | 5,000 | -12.3% | 0.59% | -13.0% |
| Q3 2019 | $676,000 | +16.0% | 5,700 | +26.7% | 0.68% | +145.7% |
| Q2 2019 | $583,000 | +34.0% | 4,500 | +28.6% | 0.28% | +63.5% |
| Q1 2019 | $435,000 | +1.6% | 3,500 | -12.5% | 0.17% | -14.6% |
| Q4 2018 | $428,000 | +11.5% | 4,000 | +33.3% | 0.20% | +32.7% |
| Q3 2018 | $384,000 | +7.6% | 3,000 | 0.0% | 0.15% | +10.3% |
| Q2 2018 | $357,000 | – | 3,000 | – | 0.14% | – |
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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% |