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 | $64,130,000 | -19.2% | 282,591 | -16.2% | 0.12% | -23.1% |
| Q2 2023 | $79,328,000 | +14.0% | 337,132 | -0.9% | 0.16% | +2.6% |
| Q1 2023 | $69,582,000 | +43.0% | 340,286 | +20.4% | 0.15% | +36.9% |
| Q4 2022 | $48,651,000 | -7.6% | 282,662 | -6.5% | 0.11% | -21.3% |
| Q3 2022 | $52,662,000 | +5.9% | 302,193 | +10.5% | 0.14% | +10.2% |
| Q2 2022 | $49,706,000 | -22.9% | 273,500 | -0.1% | 0.13% | -11.1% |
| Q1 2022 | $64,471,000 | -12.4% | 273,891 | -3.0% | 0.14% | -10.6% |
| Q4 2021 | $73,637,000 | +56.7% | 282,405 | +41.1% | 0.16% | +27.8% |
| Q3 2021 | $46,994,000 | -0.2% | 200,139 | -1.7% | 0.13% | -7.4% |
| Q2 2021 | $47,092,000 | +13.8% | 203,593 | +1.9% | 0.14% | +3.8% |
| Q1 2021 | $41,393,000 | +27.2% | 199,867 | +13.8% | 0.13% | -16.6% |
| Q3 2020 | $32,548,000 | +15.1% | 175,556 | +1.5% | 0.16% | +1.9% |
| Q2 2020 | $28,268,000 | +31.8% | 172,917 | +2.4% | 0.15% | +10.8% |
| Q1 2020 | $21,453,000 | -15.6% | 168,872 | -3.3% | 0.14% | -7.3% |
| Q4 2019 | $25,421,000 | +14.6% | 174,574 | +4.5% | 0.15% | +24.0% |
| Q3 2019 | $22,178,000 | +0.5% | 167,105 | -1.9% | 0.12% | -7.6% |
| Q2 2019 | $22,064,000 | +2.8% | 170,365 | -1.3% | 0.13% | -8.4% |
| Q1 2019 | $21,460,000 | +22.5% | 172,576 | +5.4% | 0.14% | +6.7% |
| Q4 2018 | $17,515,000 | -13.5% | 163,725 | +3.6% | 0.13% | -8.2% |
| Q3 2018 | $20,256,000 | +24.4% | 158,085 | +15.5% | 0.15% | +15.0% |
| Q2 2018 | $16,280,000 | +7.4% | 136,849 | +1.3% | 0.13% | 0.0% |
| Q1 2018 | $15,159,000 | -26.2% | 135,031 | -26.8% | 0.13% | -24.9% |
| Q4 2017 | $20,531,000 | +7.4% | 184,417 | +1.1% | 0.17% | +3.7% |
| Q3 2017 | $19,116,000 | +30.9% | 182,494 | +25.2% | 0.16% | +24.4% |
| Q2 2017 | $14,604,000 | +8.1% | 145,708 | +3.2% | 0.13% | +1.6% |
| Q1 2017 | $13,504,000 | +6.8% | 141,252 | -2.7% | 0.13% | -5.8% |
| Q4 2016 | $12,648,000 | -37.1% | 145,111 | -36.9% | 0.14% | -41.2% |
| Q3 2016 | $20,111,000 | +14.7% | 229,838 | +9.5% | 0.23% | +5.0% |
| Q2 2016 | $17,531,000 | -0.7% | 209,992 | -1.2% | 0.22% | +282.8% |
| Q1 2016 | $17,659,000 | -21.2% | 212,444 | -21.3% | 0.06% | -78.2% |
| Q4 2015 | $22,418,000 | +3.4% | 270,107 | -3.1% | 0.27% | -7.3% |
| Q3 2015 | $21,674,000 | -10.8% | 278,685 | -4.9% | 0.29% | -26.4% |
| Q2 2015 | $24,309,000 | -8.9% | 293,028 | -8.5% | 0.39% | -1.8% |
| Q1 2015 | $26,695,000 | +11.4% | 320,320 | +8.6% | 0.40% | +8.2% |
| Q4 2014 | $23,970,000 | +35.9% | 294,945 | +30.0% | 0.37% | +23.2% |
| Q3 2014 | $17,644,000 | -15.8% | 226,850 | -16.9% | 0.30% | -17.9% |
| Q2 2014 | $20,947,000 | +17.0% | 272,824 | +10.3% | 0.36% | +4.0% |
| Q1 2014 | $17,903,000 | +19.3% | 247,288 | +19.4% | 0.35% | +13.3% |
| Q4 2013 | $15,008,000 | +509.1% | 207,061 | +450.3% | 0.31% | +396.8% |
| Q3 2013 | $2,464,000 | +82.2% | 37,630 | +68.1% | 0.06% | +67.6% |
| Q2 2013 | $1,352,000 | – | 22,392 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 3,626,424 | $623,998,723 | 28.82% |
| Erickson Financial Group, LLC | 93,707 | $16,124,163 | 17.45% |
| Zeit Capital LLC | 65,272 | $11,231,403 | 10.91% |
| Greytown Advisors Inc. | 106,758 | $18,369,926 | 9.98% |
| Bernardo Wealth Planning LLC | 123,532 | $21,256,182 | 9.94% |
| BHK Investment Advisors, LLC | 98,536 | $16,955,086 | 9.54% |
| FC Advisory LLC | 114,446 | $19,692,678 | 9.31% |
| Blackston Financial Advisory Group, LLC | 72,847 | $12,535 | 9.10% |
| ANGELES WEALTH MANAGEMENT, LLC | 280,422 | $48,252,149 | 8.44% |
| Tower Wealth Partners, Inc. | 54,227 | $9,330,840 | 8.13% |