VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 565 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $678 | +5.1% | 2,986 | +9.0% | 0.00% | 0.0% |
| Q2 2023 | $645 | +17.9% | 2,740 | +2.5% | 0.00% | 0.0% |
| Q1 2023 | $547 | +49.9% | 2,673 | +26.1% | 0.00% | +100.0% |
| Q4 2022 | $365 | -99.9% | 2,120 | -44.1% | 0.00% | -50.0% |
| Q3 2022 | $689,000 | 0.0% | 3,794 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $689,000 | +123.7% | 3,794 | +190.3% | 0.00% | +100.0% |
| Q1 2022 | $308,000 | +11.2% | 1,307 | +23.1% | 0.00% | 0.0% |
| Q4 2021 | $277,000 | – | 1,062 | – | 0.00% | – |
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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% |