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 | $544,376 | -38.5% | 2,399 | -36.2% | 0.01% | -37.5% |
| Q2 2023 | $884,832 | +21.2% | 3,760 | +5.3% | 0.01% | +14.3% |
| Q1 2023 | $730,228 | -8.2% | 3,571 | -22.8% | 0.01% | -22.2% |
| Q4 2022 | $795,565 | -23.4% | 4,623 | -22.4% | 0.01% | -30.8% |
| Q3 2022 | $1,038,000 | +6005.9% | 5,957 | +6375.0% | 0.01% | – |
| Q2 2022 | $17,000 | +41.7% | 92 | +80.4% | 0.00% | – |
| Q1 2022 | $12,000 | -33.3% | 51 | -34.6% | 0.00% | – |
| Q3 2021 | $18,000 | -97.7% | 78 | -97.7% | 0.00% | -100.0% |
| Q2 2021 | $771,000 | +16.3% | 3,334 | +4.2% | 0.01% | 0.0% |
| Q1 2021 | $663,000 | -0.6% | 3,201 | -2.2% | 0.01% | -17.6% |
| Q4 2020 | $667,000 | +9.9% | 3,272 | +0.0% | 0.02% | -5.6% |
| Q3 2020 | $607,000 | +13.5% | 3,271 | 0.0% | 0.02% | +12.5% |
| Q2 2020 | $535,000 | +2226.1% | 3,271 | +1824.1% | 0.02% | +1500.0% |
| Q3 2019 | $23,000 | +4.5% | 170 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $22,000 | +4.8% | 170 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | +16.7% | 170 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $18,000 | -18.2% | 170 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $22,000 | +10.0% | 170 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $20,000 | – | 170 | – | 0.00% | – |
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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% |