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 | 3,778,515 | $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% |