VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 565 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.42 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 | 3,832,002 | $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% |