VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 429 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $20,090,204 | -7.3% | 88,542 | -3.9% | 11.12% | -5.7% |
Q2 2023 | $21,678,768 | -2.1% | 92,124 | -14.9% | 11.80% | +3.0% |
Q1 2023 | $22,144,250 | +20.5% | 108,279 | +1.4% | 11.45% | +14.7% |
Q4 2022 | $18,369,926 | +0.5% | 106,758 | +2.0% | 9.98% | -9.6% |
Q3 2022 | $18,280,000 | +4.5% | 104,686 | +8.7% | 11.05% | +11.4% |
Q2 2022 | $17,498,000 | -6.6% | 96,310 | +21.0% | 9.92% | +9.6% |
Q1 2022 | $18,731,000 | -11.2% | 79,587 | -1.6% | 9.05% | +1.0% |
Q4 2021 | $21,084,000 | +8.4% | 80,856 | -2.3% | 8.96% | +3.5% |
Q3 2021 | $19,457,000 | +0.8% | 82,772 | -0.7% | 8.66% | -7.4% |
Q2 2021 | $19,296,000 | +29.1% | 83,395 | +15.5% | 9.35% | +26.2% |
Q1 2021 | $14,951,000 | +5.6% | 72,201 | +3.9% | 7.41% | -23.9% |
Q4 2020 | $14,161,000 | +3.9% | 69,501 | -5.5% | 9.74% | -13.2% |
Q3 2020 | $13,635,000 | +12.0% | 73,542 | -1.2% | 11.22% | -0.5% |
Q2 2020 | $12,173,000 | +20.1% | 74,447 | -6.7% | 11.27% | +12.3% |
Q1 2020 | $10,139,000 | -19.5% | 79,781 | -7.7% | 10.03% | +12.4% |
Q4 2019 | $12,592,000 | +1.5% | 86,451 | -7.6% | 8.93% | -3.2% |
Q3 2019 | $12,412,000 | -0.4% | 93,513 | -2.5% | 9.22% | +3.7% |
Q2 2019 | $12,456,000 | +10.3% | 95,908 | +5.6% | 8.89% | +9.4% |
Q1 2019 | $11,292,000 | +0.0% | 90,812 | -13.9% | 8.12% | -0.0% |
Q4 2018 | $11,290,000 | -7.1% | 105,508 | +11.7% | 8.12% | +1.3% |
Q3 2018 | $12,147,000 | -18.3% | 94,489 | -24.2% | 8.02% | +15.7% |
Q2 2018 | $14,867,000 | +12.4% | 124,629 | +5.6% | 6.94% | +4.9% |
Q1 2018 | $13,224,000 | +2.8% | 118,055 | +2.1% | 6.61% | -0.0% |
Q4 2017 | $12,870,000 | -26.6% | 115,629 | -30.8% | 6.61% | -34.6% |
Q3 2017 | $17,527,000 | +11.9% | 167,049 | +6.7% | 10.12% | -20.8% |
Q2 2017 | $15,669,000 | +3.9% | 156,599 | -0.6% | 12.77% | -4.5% |
Q1 2017 | $15,083,000 | +1.0% | 157,507 | -8.1% | 13.37% | -6.5% |
Q4 2016 | $14,937,000 | – | 171,474 | – | 14.30% | – |
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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% |