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 | $611,496 | -6.7% | 2,695 | -3.2% | 0.01% | +10.0% |
| Q2 2023 | $655,366 | +114274.5% | 2,785 | -0.5% | 0.01% | 0.0% |
| Q1 2023 | $573 | +16.5% | 2,800 | -2.0% | 0.01% | 0.0% |
| Q4 2022 | $492 | -99.9% | 2,857 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $498,000 | -4.0% | 2,857 | 0.0% | 0.01% | +9.1% |
| Q2 2022 | $519,000 | -22.9% | 2,857 | 0.0% | 0.01% | -15.4% |
| Q1 2022 | $673,000 | -9.1% | 2,857 | -21.3% | 0.01% | -23.5% |
| Q4 2021 | $740,000 | +4.1% | 3,630 | +19.8% | 0.02% | +21.4% |
| Q3 2021 | $711,000 | -2.7% | 3,030 | -4.1% | 0.01% | 0.0% |
| Q2 2021 | $731,000 | -0.1% | 3,160 | -10.6% | 0.01% | -17.6% |
| Q1 2021 | $732,000 | -1.1% | 3,535 | -2.6% | 0.02% | -5.6% |
| Q4 2020 | $740,000 | -1.6% | 3,630 | -10.5% | 0.02% | -14.3% |
| Q3 2020 | $752,000 | -5.6% | 4,055 | -16.8% | 0.02% | -16.0% |
| Q2 2020 | $797,000 | -3.4% | 4,875 | -24.9% | 0.02% | -16.7% |
| Q1 2020 | $825,000 | -14.4% | 6,490 | -1.9% | 0.03% | +7.1% |
| Q4 2019 | $964,000 | +9.5% | 6,615 | -0.2% | 0.03% | 0.0% |
| Q3 2019 | $880,000 | +0.6% | 6,630 | -1.9% | 0.03% | 0.0% |
| Q2 2019 | $875,000 | -49.5% | 6,755 | -51.6% | 0.03% | -49.1% |
| Q1 2019 | $1,734,000 | – | 13,945 | – | 0.06% | – |
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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% |