VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 230 filers reported holding VANGUARD WORLD FD in Q3 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $282,319 | -3.6% | 1,244 | -0.1% | 0.25% | -5.9% |
| Q2 2023 | $292,987 | +23.8% | 1,245 | -9.5% | 0.27% | +28.0% |
| Q4 2022 | $236,745 | -8.9% | 1,376 | -7.8% | 0.21% | -27.5% |
| Q3 2022 | $260,000 | -46.6% | 1,493 | -27.8% | 0.29% | -9.9% |
| Q1 2022 | $487,000 | +22.7% | 2,068 | -24.2% | 0.32% | +17.5% |
| Q4 2019 | $397,000 | +25.6% | 2,727 | +14.4% | 0.28% | +13.2% |
| Q3 2019 | $316,000 | -32.3% | 2,383 | -34.0% | 0.24% | -11.3% |
| Q2 2019 | $467,000 | +12.3% | 3,609 | +7.9% | 0.27% | +1.9% |
| Q1 2019 | $416,000 | +17.5% | 3,345 | +1.2% | 0.27% | -10.3% |
| Q4 2018 | $354,000 | -10.4% | 3,305 | +6.6% | 0.30% | -22.3% |
| Q3 2018 | $395,000 | +22.3% | 3,099 | +14.3% | 0.39% | +4.6% |
| Q2 2018 | $323,000 | -1.5% | 2,711 | -6.9% | 0.37% | -8.0% |
| Q1 2018 | $328,000 | +2.2% | 2,911 | +0.8% | 0.40% | -1.2% |
| Q4 2017 | $321,000 | -45.1% | 2,888 | -48.4% | 0.41% | -19.9% |
| Q3 2017 | $585,000 | – | 5,595 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 3,832,002 | $783,682,678 | 33.43% |
| Erickson Financial Group, LLC | 93,977 | $19,219,236 | 19.06% |
| Zeit Capital LLC | 80,608 | $16,485,108 | 15.25% |
| Greytown Advisors Inc. | 108,279 | $22,144,250 | 11.45% |
| BHK Investment Advisors, LLC | 123,312 | $25,218,473 | 11.02% |
| Bernardo Wealth Planning LLC | 125,340 | $25,633,351 | 11.00% |
| FC Advisory LLC | 115,165 | $23,552,326 | 10.41% |
| Kensington Asset Management, LLC | 460,700 | $94,217,757 | 9.83% |
| Blackston Financial Advisory Group, LLC | 63,926 | $13,073 | 9.77% |
| Tower Wealth Partners, Inc. | 54,773 | $11,201,626 | 9.36% |