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 | $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 ↓ |
|---|---|---|---|
| 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% |