VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 565 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $900,163 | -10.4% | 3,967 | -7.0% | 0.09% | +9.6% |
| Q2 2023 | $1,004,244 | +25.5% | 4,267 | +9.1% | 0.08% | +2.5% |
| Q1 2023 | $800,159 | +9.1% | 3,912 | -8.2% | 0.08% | +24.6% |
| Q4 2022 | $733,460 | +5.8% | 4,262 | +7.2% | 0.06% | -1.5% |
| Q3 2022 | $693,000 | -14.0% | 3,977 | -8.1% | 0.07% | -10.8% |
| Q2 2022 | $806,000 | -32.2% | 4,327 | -14.3% | 0.07% | -18.7% |
| Q1 2022 | $1,189,000 | -27.2% | 5,051 | -19.3% | 0.09% | -29.5% |
| Q4 2021 | $1,633,000 | -0.7% | 6,262 | -10.6% | 0.13% | -13.4% |
| Q3 2021 | $1,645,000 | -0.4% | 7,007 | -1.8% | 0.15% | -2.6% |
| Q2 2021 | $1,651,000 | +18.6% | 7,133 | +6.1% | 0.15% | +10.1% |
| Q1 2021 | $1,392,000 | -3.0% | 6,720 | -4.6% | 0.14% | -15.2% |
| Q4 2020 | $1,435,000 | +21.9% | 7,041 | -2.2% | 0.16% | -0.6% |
| Q2 2020 | $1,177,000 | +63.9% | 7,201 | +27.5% | 0.16% | +768.4% |
| Q1 2020 | $718,000 | -16.9% | 5,650 | -4.8% | 0.02% | -87.2% |
| Q4 2019 | $864,000 | -0.2% | 5,932 | -9.1% | 0.15% | -8.0% |
| Q3 2019 | $866,000 | +9.3% | 6,525 | +6.6% | 0.16% | +2.5% |
| Q2 2019 | $792,000 | -0.8% | 6,119 | -4.7% | 0.16% | -8.1% |
| Q1 2019 | $798,000 | +12.9% | 6,420 | -2.9% | 0.17% | -5.5% |
| Q4 2018 | $707,000 | -20.7% | 6,609 | -5.1% | 0.18% | -9.5% |
| Q3 2018 | $892,000 | +8.3% | 6,962 | +0.5% | 0.20% | +3.1% |
| Q2 2018 | $824,000 | +2.7% | 6,928 | -3.1% | 0.20% | -3.9% |
| Q1 2018 | $802,000 | – | 7,146 | – | 0.20% | – |
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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% |