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 | $225,539 | -3.6% | 994 | 0.0% | 0.02% | -4.3% |
| Q2 2023 | $233,908 | +19.9% | 994 | +4.2% | 0.02% | 0.0% |
| Q1 2023 | $195,103 | +16.4% | 954 | -2.1% | 0.02% | +15.0% |
| Q4 2022 | $167,596 | -38.8% | 974 | -38.1% | 0.02% | -44.4% |
| Q3 2022 | $274,000 | -18.0% | 1,574 | -14.4% | 0.04% | -10.0% |
| Q2 2022 | $334,000 | -46.0% | 1,839 | -30.0% | 0.04% | -40.3% |
| Q1 2022 | $619,000 | -26.3% | 2,629 | -18.4% | 0.07% | -33.0% |
| Q4 2021 | $840,000 | +14.6% | 3,220 | +3.2% | 0.10% | +7.5% |
| Q3 2021 | $733,000 | +3.2% | 3,120 | +1.7% | 0.09% | +4.5% |
| Q2 2021 | $710,000 | +258.6% | 3,068 | +220.9% | 0.09% | +217.9% |
| Q1 2021 | $198,000 | +1.5% | 956 | 0.0% | 0.03% | -3.4% |
| Q4 2020 | $195,000 | +22.6% | 956 | -1.6% | 0.03% | -9.4% |
| Q2 2020 | $159,000 | +28.2% | 972 | 0.0% | 0.03% | +6.7% |
| Q1 2020 | $124,000 | -15.6% | 972 | -3.8% | 0.03% | -23.1% |
| Q4 2019 | $147,000 | +9.7% | 1,010 | 0.0% | 0.04% | +5.4% |
| Q3 2019 | $134,000 | -0.7% | 1,010 | 0.0% | 0.04% | -9.8% |
| Q2 2019 | $135,000 | +7.1% | 1,010 | 0.0% | 0.04% | -12.8% |
| Q1 2019 | $126,000 | +9.6% | 1,010 | -5.8% | 0.05% | -4.1% |
| Q4 2018 | $115,000 | -48.0% | 1,072 | -46.1% | 0.05% | -62.3% |
| Q4 2017 | $221,000 | +6.2% | 1,988 | +0.3% | 0.13% | +1.6% |
| Q3 2017 | $208,000 | – | 1,982 | – | 0.13% | – |
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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% |