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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $8,064,249 | +13.0% | 34,269 | -1.8% | 1.31% | -3.7% |
Q1 2023 | $7,137,401 | +17.3% | 34,900 | -1.3% | 1.36% | +8.6% |
Q4 2022 | $6,083,024 | -9.8% | 35,352 | -8.6% | 1.25% | -18.3% |
Q3 2022 | $6,743,000 | -0.8% | 38,690 | +3.4% | 1.53% | +3.6% |
Q2 2022 | $6,800,000 | -20.3% | 37,426 | +3.2% | 1.48% | -8.3% |
Q1 2022 | $8,537,000 | -7.4% | 36,265 | +2.5% | 1.61% | -10.4% |
Q4 2021 | $9,222,000 | +18.0% | 35,365 | +6.3% | 1.80% | +1.8% |
Q3 2021 | $7,813,000 | +14.5% | 33,276 | +12.9% | 1.77% | +12.6% |
Q2 2021 | $6,821,000 | +35.1% | 29,479 | +20.9% | 1.57% | +20.6% |
Q1 2021 | $5,050,000 | +24.9% | 24,387 | +22.9% | 1.30% | +13.1% |
Q4 2020 | $4,042,000 | +28.1% | 19,839 | +16.5% | 1.15% | +14.3% |
Q3 2020 | $3,156,000 | +24.8% | 17,023 | +10.1% | 1.01% | +12.5% |
Q2 2020 | $2,528,000 | +281.3% | 15,459 | +239.8% | 0.90% | +281.3% |
Q1 2020 | $663,000 | 0.0% | 4,549 | 0.0% | 0.24% | +1.3% |
Q4 2019 | $663,000 | +83.1% | 4,549 | +66.7% | 0.23% | +69.3% |
Q3 2019 | $362,000 | +74.9% | 2,729 | +70.9% | 0.14% | +73.4% |
Q2 2019 | $207,000 | +228.6% | 1,597 | +215.0% | 0.08% | +203.8% |
Q1 2019 | $63,000 | – | 507 | – | 0.03% | – |
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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% |