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 | $399,304 | -17.2% | 1,760 | -14.1% | 0.07% | -13.2% |
Q2 2023 | $482,121 | +18.2% | 2,049 | +2.7% | 0.08% | +10.1% |
Q1 2023 | $407,925 | +19.7% | 1,995 | +0.7% | 0.07% | +13.1% |
Q4 2022 | $340,815 | -6.6% | 1,981 | -5.5% | 0.06% | -14.1% |
Q3 2022 | $365,000 | -2.1% | 2,097 | +2.1% | 0.07% | 0.0% |
Q2 2022 | $373,000 | -21.6% | 2,054 | +1.6% | 0.07% | -11.2% |
Q1 2022 | $476,000 | -14.5% | 2,021 | -5.4% | 0.08% | -4.8% |
Q4 2021 | $557,000 | +13.2% | 2,137 | +2.0% | 0.08% | -1.2% |
Q3 2021 | $492,000 | +10.8% | 2,096 | -2.2% | 0.08% | +2.4% |
Q1 2021 | $444,000 | -15.1% | 2,144 | -16.4% | 0.08% | -21.7% |
Q4 2020 | $523,000 | +5.2% | 2,566 | -1.7% | 0.11% | -3.6% |
Q3 2020 | $497,000 | +4.4% | 2,611 | -1.5% | 0.11% | +3.8% |
Q2 2020 | $476,000 | +17.8% | 2,650 | -3.2% | 0.11% | +11.6% |
Q1 2020 | $404,000 | +1.8% | 2,737 | +0.6% | 0.10% | +28.4% |
Q4 2019 | $397,000 | +4.7% | 2,722 | -1.3% | 0.07% | 0.0% |
Q3 2019 | $379,000 | -2.6% | 2,757 | -4.2% | 0.07% | -3.9% |
Q2 2019 | $389,000 | +5.7% | 2,879 | +0.8% | 0.08% | +6.9% |
Q1 2019 | $368,000 | +65.0% | 2,855 | +36.7% | 0.07% | +46.9% |
Q4 2018 | $223,000 | -16.8% | 2,088 | 0.0% | 0.05% | +4.3% |
Q3 2018 | $268,000 | -1.8% | 2,088 | -9.0% | 0.05% | -2.1% |
Q2 2018 | $273,000 | +5.8% | 2,295 | 0.0% | 0.05% | +4.3% |
Q1 2018 | $258,000 | +0.8% | 2,295 | 0.0% | 0.05% | -4.2% |
Q4 2017 | $256,000 | -1.5% | 2,295 | -7.7% | 0.05% | -5.9% |
Q3 2017 | $260,000 | +4.8% | 2,487 | +0.2% | 0.05% | -1.9% |
Q2 2017 | $248,000 | -4.2% | 2,482 | -8.3% | 0.05% | -7.1% |
Q1 2017 | $259,000 | +3.2% | 2,708 | -6.0% | 0.06% | -6.7% |
Q4 2016 | $251,000 | -28.7% | 2,880 | -28.5% | 0.06% | -27.7% |
Q3 2016 | $352,000 | -1.7% | 4,027 | -6.2% | 0.08% | 0.0% |
Q2 2016 | $358,000 | -39.1% | 4,293 | -39.3% | 0.08% | -33.1% |
Q1 2016 | $588,000 | -4.5% | 7,075 | -4.7% | 0.12% | -1.6% |
Q4 2015 | $616,000 | +8.5% | 7,423 | +1.6% | 0.13% | -2.3% |
Q3 2015 | $568,000 | -24.1% | 7,303 | -19.0% | 0.13% | -25.0% |
Q2 2015 | $748,000 | -6.3% | 9,020 | -5.7% | 0.17% | -22.2% |
Q1 2015 | $798,000 | +21.3% | 9,570 | +18.2% | 0.22% | -7.9% |
Q4 2014 | $658,000 | – | 8,094 | – | 0.24% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Cassaday & Co Wealth Management LLC | 3,626,424 | $623,998,723 | 28.82% |
Erickson Financial Group, LLC | 93,707 | $16,124,163 | 17.45% |
Zeit Capital LLC | 65,272 | $11,231,403 | 10.91% |
Greytown Advisors Inc. | 106,758 | $18,369,926 | 9.98% |
Bernardo Wealth Planning LLC | 123,532 | $21,256,182 | 9.94% |
BHK Investment Advisors, LLC | 98,536 | $16,955,086 | 9.54% |
FC Advisory LLC | 114,446 | $19,692,678 | 9.31% |
Blackston Financial Advisory Group, LLC | 72,847 | $12,535 | 9.10% |
ANGELES WEALTH MANAGEMENT, LLC | 280,422 | $48,252,149 | 8.44% |
Tower Wealth Partners, Inc. | 54,227 | $9,330,840 | 8.13% |