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 | $1,355,662 | -4.3% | 5,975 | -0.8% | 0.19% | -3.1% |
| Q2 2023 | $1,417,217 | +13.4% | 6,023 | -1.4% | 0.19% | +12.2% |
| Q1 2023 | $1,249,639 | +13.4% | 6,110 | -4.6% | 0.17% | +7.5% |
| Q4 2022 | $1,102,104 | -46.5% | 6,405 | -45.8% | 0.16% | -50.8% |
| Q3 2022 | $2,060,000 | -38.6% | 11,818 | -36.0% | 0.32% | -35.8% |
| Q2 2022 | $3,356,000 | -15.1% | 18,472 | +10.0% | 0.51% | -5.8% |
| Q1 2022 | $3,952,000 | +114.9% | 16,787 | +138.0% | 0.54% | +118.3% |
| Q4 2021 | $1,839,000 | +58.3% | 7,053 | +42.5% | 0.25% | +42.2% |
| Q3 2021 | $1,162,000 | +244.8% | 4,949 | +203.8% | 0.17% | +203.5% |
| Q1 2021 | $337,000 | +23.4% | 1,629 | +21.6% | 0.06% | +7.5% |
| Q4 2020 | $273,000 | – | 1,340 | – | 0.05% | – |
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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% |