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 | $18,152 | +2.1% | 80 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $17,770 | +8.6% | 80 | 0.0% | 0.01% | +9.1% |
| Q1 2023 | $16,361 | +18.9% | 80 | 0.0% | 0.01% | +22.2% |
| Q4 2022 | $13,766 | -1.7% | 80 | 0.0% | 0.01% | -10.0% |
| Q3 2022 | $14,000 | -6.7% | 80 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $15,000 | -21.1% | 80 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $19,000 | -87.8% | 80 | -86.7% | 0.01% | -87.9% |
| Q4 2021 | $156,000 | +10.6% | 600 | 0.0% | 0.09% | +8.3% |
| Q3 2021 | $141,000 | -8.4% | 600 | -9.8% | 0.08% | -6.7% |
| Q2 2021 | $154,000 | +11.6% | 665 | 0.0% | 0.09% | +5.9% |
| Q1 2021 | $138,000 | +2.2% | 665 | 0.0% | 0.08% | -5.6% |
| Q4 2020 | $135,000 | -30.1% | 665 | -36.1% | 0.09% | -35.7% |
| Q3 2020 | $193,000 | +4.3% | 1,040 | -8.0% | 0.14% | +0.7% |
| Q2 2020 | $185,000 | +28.5% | 1,130 | 0.0% | 0.14% | +11.2% |
| Q1 2020 | $144,000 | -12.7% | 1,130 | 0.0% | 0.12% | +8.7% |
| Q4 2019 | $165,000 | +10.0% | 1,130 | 0.0% | 0.12% | +3.6% |
| Q3 2019 | $150,000 | +2.7% | 1,130 | 0.0% | 0.11% | +1.8% |
| Q2 2019 | $146,000 | +3.5% | 1,130 | 0.0% | 0.11% | +2.8% |
| Q1 2019 | $141,000 | -21.7% | 1,130 | -32.7% | 0.11% | -28.9% |
| Q4 2018 | $180,000 | -16.3% | 1,680 | 0.0% | 0.15% | -6.9% |
| Q3 2018 | $215,000 | +10.8% | 1,680 | +3.1% | 0.16% | +8.8% |
| Q2 2018 | $194,000 | +2325.0% | 1,630 | +2102.7% | 0.15% | +2350.0% |
| Q4 2017 | $8,000 | 0.0% | 74 | 0.0% | 0.01% | -14.3% |
| Q3 2017 | $8,000 | 0.0% | 74 | -22.9% | 0.01% | -12.5% |
| Q1 2016 | $8,000 | 0.0% | 96 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $8,000 | +14.3% | 96 | 0.0% | 0.01% | +14.3% |
| Q3 2015 | $7,000 | -12.5% | 96 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $8,000 | -11.1% | 96 | -8.6% | 0.01% | -22.2% |
| Q1 2015 | $9,000 | 0.0% | 105 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $9,000 | – | 105 | – | 0.01% | – |
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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% |