VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 429 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $448,693 | +15.7% | 1,729 | +1.2% | 0.01% | 0.0% |
| Q3 2023 | $387,772 | -3.0% | 1,709 | +0.6% | 0.01% | -8.3% |
| Q2 2023 | $399,809 | +10.3% | 1,699 | -4.2% | 0.01% | +9.1% |
| Q1 2023 | $362,596 | +118783.9% | 1,773 | 0.0% | 0.01% | +22.2% |
| Q4 2022 | $305 | -99.9% | 1,773 | 0.0% | 0.01% | -18.2% |
| Q3 2022 | $309,000 | -4.0% | 1,773 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $322,000 | +19.7% | 1,773 | +55.0% | 0.01% | +37.5% |
| Q1 2022 | $269,000 | -9.7% | 1,144 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $298,000 | +1.4% | 1,144 | -8.6% | 0.01% | -10.0% |
| Q3 2021 | $294,000 | +3.2% | 1,251 | +1.7% | 0.01% | 0.0% |
| Q2 2021 | $285,000 | +10.5% | 1,230 | -1.4% | 0.01% | 0.0% |
| Q1 2021 | $258,000 | +2.0% | 1,247 | +0.6% | 0.01% | -9.1% |
| Q4 2020 | $253,000 | +10.0% | 1,240 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $230,000 | +13.3% | 1,240 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $203,000 | – | 1,240 | – | 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% |