VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,153,910 | -7.2% | 57,972 | -4.6% | 3.54% | -2.9% |
Q2 2023 | $14,173,999 | +5.4% | 60,736 | -7.6% | 3.65% | +0.1% |
Q1 2023 | $13,448,547 | +2.4% | 65,715 | -9.0% | 3.64% | +7.2% |
Q4 2022 | $13,128,288 | -13.4% | 72,229 | -16.1% | 3.40% | -10.3% |
Q3 2022 | $15,157,000 | -31.5% | 86,085 | -20.4% | 3.79% | -15.3% |
Q2 2022 | $22,130,000 | -34.5% | 108,131 | -24.7% | 4.47% | -19.4% |
Q1 2022 | $33,788,000 | -13.2% | 143,533 | -13.3% | 5.55% | -9.7% |
Q4 2021 | $38,933,000 | -18.1% | 165,568 | -18.2% | 6.14% | -19.1% |
Q3 2021 | $47,515,000 | -10.9% | 202,366 | -12.2% | 7.60% | -12.4% |
Q2 2021 | $53,311,000 | +5.2% | 230,406 | -5.8% | 8.68% | -1.8% |
Q1 2021 | $50,654,000 | -11.8% | 244,622 | -13.2% | 8.84% | -18.0% |
Q4 2020 | $57,446,000 | +23.5% | 281,944 | +12.4% | 10.79% | +7.3% |
Q3 2020 | $46,513,000 | +112.0% | 250,881 | +87.0% | 10.05% | +79.9% |
Q2 2020 | $21,935,000 | +64.8% | 134,154 | +27.9% | 5.59% | +32.0% |
Q1 2020 | $13,313,000 | -6.1% | 104,916 | +7.8% | 4.23% | +12.0% |
Q4 2019 | $14,180,000 | +17.6% | 97,350 | +7.1% | 3.78% | +5.8% |
Q3 2019 | $12,062,000 | +11.2% | 90,923 | +8.5% | 3.57% | +6.3% |
Q2 2019 | $10,848,000 | +16.5% | 83,782 | +11.9% | 3.36% | +9.5% |
Q1 2019 | $9,309,000 | +28.2% | 74,860 | +10.3% | 3.07% | -39.5% |
Q4 2018 | $7,261,000 | -12.5% | 67,884 | +5.0% | 5.07% | +9.2% |
Q3 2018 | $8,297,000 | +22.8% | 64,625 | +13.8% | 4.64% | +5.7% |
Q2 2018 | $6,756,000 | +17.4% | 56,784 | +10.8% | 4.39% | +5.4% |
Q1 2018 | $5,754,000 | -0.9% | 51,243 | -1.7% | 4.16% | +67.5% |
Q4 2017 | $5,809,000 | +12.4% | 52,152 | +5.6% | 2.49% | -50.3% |
Q3 2017 | $5,170,000 | +29.9% | 49,372 | +24.1% | 5.00% | +127.4% |
Q2 2017 | $3,981,000 | +23.5% | 39,782 | +18.1% | 2.20% | +17.6% |
Q1 2017 | $3,224,000 | +36.4% | 33,681 | +24.1% | 1.87% | +17.8% |
Q4 2016 | $2,363,000 | +14.6% | 27,130 | +15.1% | 1.59% | -0.4% |
Q3 2016 | $2,062,000 | +13.9% | 23,573 | +8.7% | 1.59% | +3.1% |
Q2 2016 | $1,810,000 | – | 21,690 | – | 1.54% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Cassaday & Co Wealth Management LLC | 3,626,424 | $623,998,723 | 28.82% |
Erickson Financial Group, LLC | 93,707 | $16,124,163 | 17.45% |
Zeit Capital LLC | 65,272 | $11,231,403 | 10.91% |
Greytown Advisors Inc. | 106,758 | $18,369,926 | 9.98% |
Bernardo Wealth Planning LLC | 123,532 | $21,256,182 | 9.94% |
BHK Investment Advisors, LLC | 98,536 | $16,955,086 | 9.54% |
FC Advisory LLC | 114,446 | $19,692,678 | 9.31% |
Blackston Financial Advisory Group, LLC | 72,847 | $12,535 | 9.10% |
ANGELES WEALTH MANAGEMENT, LLC | 280,422 | $48,252,149 | 8.44% |
Tower Wealth Partners, Inc. | 54,227 | $9,330,840 | 8.13% |