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 | $39,111,244 | -0.1% | 172,372 | +3.6% | 1.74% | -1.9% |
| Q2 2023 | $39,146,922 | +36.1% | 166,356 | +18.3% | 1.77% | +25.2% |
| Q1 2023 | $28,760,884 | +2838.4% | 140,633 | +2372.5% | 1.41% | +2619.2% |
| Q4 2022 | $978,789 | -95.7% | 5,688 | -95.6% | 0.05% | -96.1% |
| Q3 2022 | $22,526,000 | +1360.8% | 129,248 | +1422.7% | 1.33% | +1361.5% |
| Q2 2022 | $1,542,000 | -34.7% | 8,488 | -15.5% | 0.09% | -27.2% |
| Q1 2022 | $2,363,000 | – | 10,041 | – | 0.12% | – |
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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% |