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 | $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 | 3,626,424 | $623,998,723 | 28.82% |
| Erickson Financial Group, LLC | 93,707 | $16,124,163 | 17.45% |
| Zeit Capital LLC | 65,272 | $11,231,403 | 10.91% |
| Greytown Advisors Inc. | 106,758 | $18,369,926 | 9.98% |
| Bernardo Wealth Planning LLC | 123,532 | $21,256,182 | 9.94% |
| BHK Investment Advisors, LLC | 98,536 | $16,955,086 | 9.54% |
| FC Advisory LLC | 114,446 | $19,692,678 | 9.31% |
| Blackston Financial Advisory Group, LLC | 72,847 | $12,535 | 9.10% |
| ANGELES WEALTH MANAGEMENT, LLC | 280,422 | $48,252,149 | 8.44% |
| Tower Wealth Partners, Inc. | 54,227 | $9,330,840 | 8.13% |