VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 574 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,182,372 | +17.9% | 3,763 | +7.5% | 0.00% | -50.0% |
Q1 2024 | $1,003,135 | -32.8% | 3,500 | -39.1% | 0.01% | -33.3% |
Q4 2023 | $1,492,442 | +14.4% | 5,751 | 0.0% | 0.01% | 0.0% |
Q3 2023 | $1,304,902 | +54.0% | 5,751 | +59.8% | 0.01% | +71.4% |
Q2 2023 | $847,152 | +15.1% | 3,600 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $736,236 | – | 3,600 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Erickson Financial Group, LLC | 119,456 | $21,704,000 | 23.25% |
Tower Wealth Partners, Inc. | 56,363 | $10,241,000 | 13.61% |
Zeit Capital LLC | 76,404 | $13,883,000 | 13.34% |
Bernardo Wealth Planning LLC | 120,738 | $21,937,000 | 12.53% |
Greytown Advisors Inc. | 96,310 | $17,498,000 | 9.92% |
Blackston Financial Advisory Group, LLC | 78,261 | $14,995,000 | 9.80% |
FC Advisory LLC | 111,649 | $20,285,000 | 9.71% |
ANGELES WEALTH MANAGEMENT, LLC | 263,936 | $47,954,000 | 9.58% |
BHK Investment Advisors, LLC | 114,827 | $20,863,000 | 9.38% |
Black Diamond Financial, LLC | 117,956 | $21,525,000 | 8.48% |