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 | $203,041,960 | +139.1% | 894,837 | +148.0% | 0.30% | +97.4% |
| Q2 2023 | $84,906,402 | +0.9% | 360,872 | -12.3% | 0.15% | -3.8% |
| Q1 2023 | $84,188,712 | +44.8% | 411,697 | +21.9% | 0.16% | +33.9% |
| Q4 2022 | $58,129,142 | +2.5% | 337,816 | +3.9% | 0.12% | -9.2% |
| Q3 2022 | $56,695,000 | -2.4% | 325,289 | +1.7% | 0.13% | +1.6% |
| Q2 2022 | $58,116,000 | -20.4% | 319,770 | +0.3% | 0.13% | -9.9% |
| Q1 2022 | $73,049,000 | -23.5% | 318,837 | -12.9% | 0.14% | -21.5% |
| Q4 2021 | $95,510,000 | +14.2% | 366,176 | +2.9% | 0.18% | +4.0% |
| Q3 2021 | $83,606,000 | +19.1% | 355,981 | +17.4% | 0.17% | +14.5% |
| Q2 2021 | $70,175,000 | +12.0% | 303,253 | +0.2% | 0.15% | +0.7% |
| Q1 2021 | $62,662,000 | +3.0% | 302,534 | +1.4% | 0.15% | -6.8% |
| Q4 2020 | $60,811,000 | +23.1% | 298,454 | +11.9% | 0.16% | +9.5% |
| Q3 2020 | $49,391,000 | -5.2% | 266,773 | -16.3% | 0.15% | -15.4% |
| Q2 2020 | $52,111,000 | +55.3% | 318,663 | +12.1% | 0.18% | +27.7% |
| Q1 2020 | $33,565,000 | – | 284,229 | – | 0.14% | – |
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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% |