VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 274 filers reported holding VANGUARD WORLD FD in Q1 2020. The put-call ratio across all filers is 2.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $97,663 | +15.1% | 415 | 0.0% | 0.04% | -6.8% |
| Q1 2023 | $84,829 | +64.1% | 415 | +37.9% | 0.04% | +51.7% |
| Q4 2022 | $51,709 | -0.6% | 301 | +0.3% | 0.03% | -9.4% |
| Q3 2022 | $52,000 | -7.1% | 300 | 0.0% | 0.03% | -5.9% |
| Q2 2022 | $56,000 | -21.1% | 300 | 0.0% | 0.03% | -19.0% |
| Q1 2022 | $71,000 | +42.0% | 300 | +57.9% | 0.04% | +40.0% |
| Q4 2021 | $50,000 | +13.6% | 190 | 0.0% | 0.03% | -3.2% |
| Q2 2021 | $44,000 | +12.8% | 190 | 0.0% | 0.03% | -6.1% |
| Q1 2021 | $39,000 | 0.0% | 190 | 0.0% | 0.03% | +3.1% |
| Q4 2020 | $39,000 | +160.0% | 190 | +137.5% | 0.03% | +113.3% |
| Q3 2020 | $15,000 | +15.4% | 80 | 0.0% | 0.02% | +7.1% |
| Q2 2020 | $13,000 | +30.0% | 80 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $10,000 | -9.1% | 80 | 0.0% | 0.01% | +16.7% |
| Q3 2019 | $11,000 | +10.0% | 80 | 0.0% | 0.01% | +9.1% |
| Q2 2019 | $10,000 | 0.0% | 80 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 80 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $9,000 | -10.0% | 80 | 0.0% | 0.01% | +10.0% |
| Q3 2018 | $10,000 | 0.0% | 80 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $10,000 | +11.1% | 80 | 0.0% | 0.01% | +25.0% |
| Q1 2018 | $9,000 | 0.0% | 80 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $9,000 | 0.0% | 80 | 0.0% | 0.01% | -11.1% |
| Q3 2017 | $9,000 | +12.5% | 80 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $8,000 | 0.0% | 80 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $8,000 | – | 80 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Erickson Financial Group, LLC | 119,456 | $21,704,000 | 23.25% |
| Tower Wealth Partners, Inc. | 56,363 | $10,241,000 | 13.61% |
| Zeit Capital LLC | 76,404 | $13,883,000 | 13.34% |
| Bernardo Wealth Planning LLC | 120,738 | $21,937,000 | 12.53% |
| Greytown Advisors Inc. | 96,310 | $17,498,000 | 9.92% |
| Blackston Financial Advisory Group, LLC | 78,261 | $14,995,000 | 9.80% |
| FC Advisory LLC | 111,649 | $20,285,000 | 9.71% |
| ANGELES WEALTH MANAGEMENT, LLC | 263,936 | $47,954,000 | 9.58% |
| BHK Investment Advisors, LLC | 114,827 | $20,863,000 | 9.38% |
| Black Diamond Financial, LLC | 117,956 | $21,525,000 | 8.48% |