VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 483 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,684 | -17.2% | 1,215 | -14.1% | 0.06% | -14.1% |
| Q2 2023 | $332,978 | +0.1% | 1,415 | -13.0% | 0.06% | -7.2% |
| Q1 2023 | $332,738 | +18.3% | 1,627 | -0.4% | 0.07% | +7.8% |
| Q4 2022 | $281,162 | +15.2% | 1,634 | +17.0% | 0.06% | +10.3% |
| Q3 2022 | $244,000 | -18.7% | 1,397 | -2.1% | 0.06% | -7.9% |
| Q2 2022 | $300,000 | -44.0% | 1,427 | -37.4% | 0.06% | -43.2% |
| Q1 2022 | $536,000 | +0.2% | 2,279 | 0.0% | 0.11% | -0.9% |
| Q4 2021 | $535,000 | +20.0% | 2,279 | +20.1% | 0.11% | +10.9% |
| Q3 2021 | $446,000 | -0.4% | 1,898 | -2.0% | 0.10% | -1.0% |
| Q2 2021 | $448,000 | +22.1% | 1,936 | +10.8% | 0.10% | +15.9% |
| Q1 2021 | $367,000 | -23.7% | 1,747 | -21.8% | 0.09% | -27.9% |
| Q4 2020 | $481,000 | +12.6% | 2,234 | -3.1% | 0.12% | -16.4% |
| Q3 2020 | $427,000 | +8.4% | 2,305 | +5.7% | 0.15% | +5.8% |
| Q2 2020 | $394,000 | – | 2,181 | – | 0.14% | – |
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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% |