VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,441,138 | -5.9% | 6,351 | -2.4% | 1.65% | -2.5% |
Q2 2023 | $1,531,062 | +12.0% | 6,506 | -2.6% | 1.69% | +7.0% |
Q1 2023 | $1,366,738 | +12.8% | 6,683 | -5.1% | 1.58% | +6.3% |
Q4 2022 | $1,211,796 | -3.1% | 7,042 | -1.9% | 1.49% | -12.0% |
Q3 2022 | $1,251,000 | -2.3% | 7,178 | +1.8% | 1.69% | +1.9% |
Q2 2022 | $1,281,000 | -24.7% | 7,048 | -2.5% | 1.66% | -13.0% |
Q1 2022 | $1,702,000 | -6.4% | 7,231 | +3.7% | 1.90% | -4.7% |
Q4 2021 | $1,819,000 | – | 6,975 | – | 2.00% | – |
Download |
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% |