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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $311,988 | -12.0% | 1,375 | -8.7% | 0.02% | -11.1% |
| Q2 2023 | $354,392 | +72.3% | 1,506 | +49.7% | 0.02% | +38.5% |
| Q1 2023 | $205,737 | -3.4% | 1,006 | -17.7% | 0.01% | -18.8% |
| Q3 2022 | $213,000 | -2.3% | 1,222 | +1.7% | 0.02% | 0.0% |
| Q2 2022 | $218,000 | -23.0% | 1,201 | 0.0% | 0.02% | -11.1% |
| Q1 2022 | $283,000 | -39.8% | 1,201 | -33.4% | 0.02% | -33.3% |
| Q4 2021 | $470,000 | – | 1,804 | – | 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% |