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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,270 | -3.5% | 1,103 | +0.1% | 0.02% | -4.5% |
| Q2 2023 | $259,216 | +15.2% | 1,102 | +0.2% | 0.02% | +10.0% |
| Q1 2023 | $225,023 | -12.4% | 1,100 | +0.6% | 0.02% | -16.7% |
| Q1 2022 | $257,000 | -7.9% | 1,093 | +2.2% | 0.02% | -4.0% |
| Q4 2021 | $279,000 | -5.1% | 1,069 | -14.6% | 0.02% | -13.8% |
| Q3 2021 | $294,000 | -17.2% | 1,252 | -18.3% | 0.03% | -19.4% |
| Q2 2021 | $355,000 | +23.3% | 1,532 | +8.3% | 0.04% | +9.1% |
| Q4 2020 | $288,000 | +40.5% | 1,414 | +12.9% | 0.03% | -13.2% |
| Q2 2020 | $205,000 | – | 1,252 | – | 0.04% | – |
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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% |