UBS Group AG - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 489 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.

Quarter-by-quarter ownership
UBS Group AG ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$185,747,374
-6.6%
818,631
-3.2%
0.06%
-4.5%
Q2 2023$198,975,532
+26.4%
845,553
+9.8%
0.07%
+15.5%
Q1 2023$157,466,360
+22.8%
769,969
+3.3%
0.06%
+20.8%
Q4 2022$128,257,364
-13.1%
745,379
-12.0%
0.05%
-26.2%
Q3 2022$147,554,000
+0.5%
846,601
+4.8%
0.06%
+8.3%
Q2 2022$146,811,000
-19.2%
808,032
+4.7%
0.06%
-1.6%
Q1 2022$181,677,000
+5.6%
771,781
+16.9%
0.06%
+24.5%
Q4 2021$172,097,000
+16.2%
659,984
+4.6%
0.05%
+4.3%
Q3 2021$148,080,000
-0.3%
630,665
-1.8%
0.05%
-2.1%
Q2 2021$148,555,000
+3.2%
642,038
-7.6%
0.05%0.0%
Q1 2021$143,925,000
-1.9%
695,056
-3.5%
0.05%
-4.0%
Q4 2020$146,764,000
+0.8%
720,313
-8.3%
0.05%
-9.1%
Q3 2020$145,598,000
+1.0%
785,318
-10.9%
0.06%
-9.8%
Q2 2020$144,108,000
+33.7%
881,341
+3.9%
0.06%
+19.6%
Q1 2020$107,770,000
-8.5%
848,047
+4.9%
0.05%
+24.4%
Q4 2019$117,752,000
+8.5%
808,400
-1.2%
0.04%
-2.4%
Q3 2019$108,555,000
+2.4%
818,297
-0.0%
0.04%
+2.4%
Q2 2019$105,971,000
+6.7%
818,436
+2.5%
0.04%0.0%
Q1 2019$99,295,000
-3.4%
798,513
-16.8%
0.04%
-12.8%
Q4 2018$102,762,000
-8.0%
960,304
+10.2%
0.05%
+6.8%
Q3 2018$111,658,000
-3.3%
871,170
-10.2%
0.04%
-12.0%
Q2 2018$115,468,000
+18.7%
970,565
+11.9%
0.05%
+19.0%
Q1 2018$97,316,000
-2.9%
867,037
-3.7%
0.04%
+2.4%
Q4 2017$100,247,000
+6.1%
900,449
-0.2%
0.04%
-6.8%
Q3 2017$94,468,000
+4.7%
902,101
+0.1%
0.04%
-6.4%
Q2 2017$90,201,000
+0.8%
901,470
-3.6%
0.05%
-4.1%
Q1 2017$89,486,000
+33.0%
934,967
+21.0%
0.05%
+32.4%
Q4 2016$67,294,000
+9.4%
772,517
+9.9%
0.04%0.0%
Q3 2016$61,490,000
+5.0%
702,901
+0.2%
0.04%0.0%
Q2 2016$58,541,000
-2.0%
701,426
-2.4%
0.04%
-7.5%
Q1 2016$59,751,000
-1.0%
718,767
-1.1%
0.04%
+2.6%
Q4 2015$60,375,000
+42.9%
727,059
+33.8%
0.04%
+30.0%
Q3 2015$42,262,000
-5.2%
543,497
+1.2%
0.03%0.0%
Q2 2015$44,562,000
-0.7%
537,145
-0.3%
0.03%
-3.2%
Q1 2015$44,878,000
-4.1%
538,493
-6.5%
0.03%
-6.1%
Q4 2014$46,791,000575,7420.03%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders