VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 13 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,617,518 | +0.4% | 11,536 | +4.2% | 0.18% | 0.0% |
| Q2 2023 | $2,605,934 | +0.9% | 11,074 | -12.3% | 0.18% | -5.9% |
| Q1 2023 | $2,582,961 | +39.5% | 12,630 | +17.3% | 0.19% | +33.6% |
| Q4 2022 | $1,852,161 | -34.0% | 10,764 | -33.2% | 0.14% | -36.1% |
| Q3 2022 | $2,807,000 | -13.5% | 16,104 | -9.9% | 0.22% | -7.2% |
| Q2 2022 | $3,246,000 | -5.1% | 17,864 | +22.9% | 0.24% | +7.8% |
| Q1 2022 | $3,421,000 | -11.3% | 14,534 | -1.7% | 0.22% | -13.1% |
| Q4 2021 | $3,855,000 | -7.1% | 14,782 | -16.4% | 0.25% | -19.2% |
| Q3 2021 | $4,151,000 | +38.3% | 17,680 | +36.3% | 0.31% | +43.8% |
| Q2 2021 | $3,001,000 | +8.9% | 12,968 | -2.6% | 0.22% | +1.4% |
| Q1 2021 | $2,756,000 | -2.5% | 13,310 | -4.0% | 0.21% | -11.2% |
| Q4 2020 | $2,826,000 | +23.2% | 13,871 | +12.2% | 0.24% | +10.0% |
| Q3 2020 | $2,293,000 | -1.0% | 12,367 | -12.7% | 0.22% | -13.8% |
| Q2 2020 | $2,317,000 | -15.0% | 14,169 | -34.0% | 0.25% | -22.6% |
| Q1 2020 | $2,727,000 | +11.6% | 21,461 | +27.9% | 0.33% | +30.7% |
| Q4 2019 | $2,443,000 | +6.6% | 16,774 | -2.9% | 0.25% | -6.0% |
| Q3 2019 | $2,291,000 | +5.2% | 17,267 | +2.7% | 0.27% | +6.0% |
| Q2 2019 | $2,177,000 | -20.5% | 16,817 | -23.6% | 0.25% | -24.1% |
| Q1 2019 | $2,739,000 | -2.2% | 22,024 | -15.9% | 0.33% | -21.0% |
| Q4 2018 | $2,802,000 | +4.7% | 26,189 | +17.2% | 0.42% | +34.6% |
| Q3 2018 | $2,677,000 | -1.7% | 22,351 | -2.4% | 0.31% | -11.1% |
| Q2 2018 | $2,724,000 | +3.8% | 22,894 | -2.1% | 0.35% | +2.3% |
| Q1 2018 | $2,624,000 | +0.1% | 23,376 | -0.7% | 0.34% | +0.3% |
| Q4 2017 | $2,621,000 | +21.7% | 23,546 | +14.5% | 0.34% | +5.6% |
| Q3 2017 | $2,154,000 | +526.2% | 20,571 | +396.0% | 0.32% | +260.0% |
| Q4 2015 | $344,000 | -2.8% | 4,147 | 0.0% | 0.09% | -3.2% |
| Q3 2015 | $354,000 | – | 4,147 | – | 0.09% | – |
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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% |