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 | $2,544,777 | -3.7% | 11,215 | -0.1% | 0.48% | -3.0% |
| Q2 2023 | $2,641,262 | +7.2% | 11,224 | -6.8% | 0.49% | -4.5% |
| Q1 2023 | $2,464,105 | -3.2% | 12,049 | -18.6% | 0.52% | -11.5% |
| Q4 2022 | $2,545,939 | -33.9% | 14,796 | -33.0% | 0.58% | -30.3% |
| Q3 2022 | $3,851,000 | -6.4% | 22,098 | -2.4% | 0.84% | -2.2% |
| Q2 2022 | $4,115,000 | -26.3% | 22,647 | -4.5% | 0.86% | -6.8% |
| Q1 2022 | $5,581,000 | -10.2% | 23,709 | -0.5% | 0.92% | -5.9% |
| Q4 2021 | $6,212,000 | +7.9% | 23,823 | -2.9% | 0.98% | -11.1% |
| Q3 2021 | $5,758,000 | +1.2% | 24,523 | -0.3% | 1.10% | -3.1% |
| Q2 2021 | $5,689,000 | -6.6% | 24,587 | -16.5% | 1.13% | -15.3% |
| Q1 2021 | $6,094,000 | -57.6% | 29,428 | -58.2% | 1.34% | -56.7% |
| Q4 2020 | $14,360,000 | +48.9% | 70,476 | +35.5% | 3.09% | +28.2% |
| Q3 2020 | $9,645,000 | – | 52,025 | – | 2.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 3,832,002 | $783,682,678 | 33.43% |
| Erickson Financial Group, LLC | 93,977 | $19,219,236 | 19.06% |
| Zeit Capital LLC | 80,608 | $16,485,108 | 15.25% |
| Greytown Advisors Inc. | 108,279 | $22,144,250 | 11.45% |
| BHK Investment Advisors, LLC | 123,312 | $25,218,473 | 11.02% |
| Bernardo Wealth Planning LLC | 125,340 | $25,633,351 | 11.00% |
| FC Advisory LLC | 115,165 | $23,552,326 | 10.41% |
| Kensington Asset Management, LLC | 460,700 | $94,217,757 | 9.83% |
| Blackston Financial Advisory Group, LLC | 63,926 | $13,073 | 9.77% |
| Tower Wealth Partners, Inc. | 54,773 | $11,201,626 | 9.36% |