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 | $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 | 3,778,515 | $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% |