VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $40,000 | -13.0% | 175 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $46,000 | +12.2% | 175 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $41,000 | +2.5% | 175 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $40,000 | +11.1% | 175 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $36,000 | 0.0% | 175 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $36,000 | +12.5% | 175 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $32,000 | +10.3% | 175 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $29,000 | +31.8% | 175 | 0.0% | 0.01% | +25.0% |
| Q1 2020 | $22,000 | -12.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $25,000 | +8.7% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $23,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | +4.5% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $22,000 | +15.8% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -13.6% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $22,000 | +4.8% | 175 | 0.0% | 0.00% | -20.0% |
| Q2 2018 | $21,000 | – | 175 | – | 0.01% | – |
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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% |