VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 406 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $253,801 | +14.4% | 978 | 0.0% | 0.03% | 0.0% |
| Q3 2023 | $221,908 | -3.6% | 978 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $230,143 | +15.1% | 978 | 0.0% | 0.03% | +7.4% |
| Q1 2023 | $200,011 | -20.2% | 978 | -32.8% | 0.03% | -25.0% |
| Q4 2022 | $250,534 | -25.7% | 1,456 | -24.8% | 0.04% | -30.8% |
| Q3 2022 | $337,251 | -4.1% | 1,935 | 0.0% | 0.05% | +2.0% |
| Q2 2022 | $351,570 | -28.2% | 1,935 | -7.0% | 0.05% | -17.7% |
| Q1 2022 | $489,867 | -9.7% | 2,081 | 0.0% | 0.06% | -7.5% |
| Q4 2021 | $542,642 | +9.3% | 2,081 | -1.6% | 0.07% | -2.9% |
| Q3 2021 | $496,367 | +3.2% | 2,114 | +1.7% | 0.07% | +3.0% |
| Q2 2021 | $480,808 | +11.7% | 2,078 | 0.0% | 0.07% | +1.5% |
| Q1 2021 | $430,291 | +1.6% | 2,078 | 0.0% | 0.07% | -13.2% |
| Q4 2020 | $423,393 | +9.9% | 2,078 | 0.0% | 0.08% | -2.6% |
| Q3 2020 | $385,261 | – | 2,078 | – | 0.08% | – |
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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% |