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 | 3,778,515 | $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% |