VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $415,454 | -4.4% | 1,831 | -0.9% | 0.02% | -13.0% |
| Q2 2023 | $434,636 | -5.5% | 1,847 | -17.9% | 0.02% | -14.8% |
| Q1 2023 | $460,148 | +15.7% | 2,250 | -2.6% | 0.03% | 0.0% |
| Q4 2022 | $397,654 | -41.9% | 2,311 | -41.2% | 0.03% | -48.1% |
| Q3 2022 | $684,000 | -10.8% | 3,927 | -6.9% | 0.05% | -11.9% |
| Q2 2022 | $767,000 | -38.9% | 4,220 | -20.9% | 0.06% | -32.2% |
| Q1 2022 | $1,255,000 | +28.7% | 5,332 | +42.6% | 0.09% | +24.3% |
| Q4 2021 | $975,000 | +200.0% | 3,740 | +170.2% | 0.07% | +191.7% |
| Q3 2021 | $325,000 | +38.9% | 1,384 | +36.9% | 0.02% | +26.3% |
| Q2 2021 | $234,000 | +2.6% | 1,011 | -8.3% | 0.02% | -9.5% |
| Q1 2021 | $228,000 | +6.5% | 1,102 | +5.0% | 0.02% | +5.0% |
| Q4 2020 | $214,000 | -9.7% | 1,050 | -18.0% | 0.02% | -25.9% |
| Q3 2020 | $237,000 | – | 1,280 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Erickson Financial Group, LLC | 116,914 | $27,522,000 | 24.76% |
| Zeit Capital LLC | 75,802 | $17,844,000 | 14.93% |
| Bernardo Wealth Planning LLC | 117,989 | $27,774,000 | 13.79% |
| FC Advisory LLC | 111,874 | $26,335,000 | 11.41% |
| ANGELES WEALTH MANAGEMENT, LLC | 244,778 | $57,621,000 | 10.90% |
| Blackston Financial Advisory Group, LLC | 69,828 | $16,396,000 | 10.69% |
| BHK Investment Advisors, LLC | 103,702 | $24,411,000 | 10.21% |
| Financial Sense Advisors, Inc. | 109,461 | $25,767,000 | 9.65% |
| Pacific Center for Financial Services | 109,461 | $25,767,000 | 9.21% |
| Greytown Advisors Inc. | 79,587 | $18,731,000 | 9.05% |