VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,917,399 | -2.1% | 167,111 | +1.5% | 4.95% | -3.7% |
| Q2 2023 | $38,731,873 | +52.1% | 164,592 | +32.2% | 5.14% | +46.8% |
| Q1 2023 | $25,462,954 | +342.5% | 124,507 | +272.3% | 3.50% | +337.8% |
| Q4 2022 | $5,754,834 | -23.9% | 33,445 | -23.0% | 0.80% | -31.2% |
| Q3 2022 | $7,566,000 | -16.9% | 43,411 | -13.3% | 1.16% | -9.8% |
| Q2 2022 | $9,100,000 | -22.1% | 50,087 | +1.0% | 1.29% | -19.2% |
| Q1 2022 | $11,675,000 | -11.2% | 49,598 | -1.6% | 1.60% | -1.5% |
| Q4 2021 | $13,142,000 | +9.5% | 50,397 | -1.4% | 1.62% | +2.5% |
| Q3 2021 | $12,005,000 | – | 51,129 | – | 1.58% | – |
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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% |