VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $426,213 | +1.0% | 1,802 | +0.3% | 0.03% | -38.3% |
| Q3 2021 | $422,000 | +7.7% | 1,797 | +6.1% | 0.05% | +9.3% |
| Q2 2021 | $392,000 | +9.2% | 1,694 | -2.2% | 0.04% | -20.4% |
| Q1 2021 | $359,000 | +23.8% | 1,732 | +21.7% | 0.05% | +3.8% |
| Q4 2020 | $290,000 | +7.4% | 1,423 | -2.2% | 0.05% | -8.8% |
| Q3 2020 | $270,000 | +18.9% | 1,455 | +13.2% | 0.06% | +16.3% |
| Q2 2020 | $227,000 | +112.1% | 1,285 | +75.1% | 0.05% | +75.0% |
| Q1 2020 | $107,000 | – | 734 | – | 0.03% | – |
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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% |