VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 356 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is 2.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $23,584,000 | -2.8% | 113,894 | -4.4% | 9.08% | -7.1% |
| Q4 2020 | $24,270,000 | +10.9% | 119,117 | +0.9% | 9.78% | -1.8% |
| Q3 2020 | $21,886,000 | +15.9% | 118,046 | +2.2% | 9.96% | +1.2% |
| Q2 2020 | $18,888,000 | +31.1% | 115,516 | +1.9% | 9.84% | -27.8% |
| Q1 2020 | $14,409,000 | +12651.3% | 113,388 | +12712.2% | 13.63% | +18831.9% |
| Q3 2018 | $113,000 | +7.6% | 885 | 0.0% | 0.07% | +1.4% |
| Q2 2018 | $105,000 | +303.8% | 885 | +276.6% | 0.07% | -34.3% |
| Q1 2018 | $26,000 | 0.0% | 235 | 0.0% | 0.11% | +468.4% |
| Q4 2017 | $26,000 | – | 235 | – | 0.02% | – |
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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% |