VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 528 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $389,814 | -3.6% | 1,718 | 0.0% | 0.03% | +81.2% |
| Q2 2023 | $404,280 | +15.1% | 1,718 | 0.0% | 0.02% | -50.0% |
| Q1 2023 | $351,348 | +18.9% | 1,718 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $295,616 | -1.1% | 1,718 | 0.0% | 0.03% | +128.6% |
| Q3 2022 | $299,000 | -4.2% | 1,718 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $312,000 | -22.8% | 1,718 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $404,000 | -9.8% | 1,718 | 0.0% | 0.02% | +14.3% |
| Q4 2021 | $448,000 | +11.2% | 1,718 | 0.0% | 0.01% | -80.3% |
| Q3 2021 | $403,000 | +1.3% | 1,718 | 0.0% | 0.07% | -1.4% |
| Q2 2021 | $398,000 | +11.8% | 1,718 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $356,000 | +1.7% | 1,718 | 0.0% | 0.07% | -11.1% |
| Q4 2020 | $350,000 | +9.7% | 1,718 | 0.0% | 0.08% | -3.6% |
| Q3 2020 | $319,000 | +13.5% | 1,718 | 0.0% | 0.08% | +3.7% |
| Q2 2020 | $281,000 | +28.9% | 1,718 | 0.0% | 0.08% | +11.0% |
| Q1 2020 | $218,000 | -12.8% | 1,718 | 0.0% | 0.07% | +5.8% |
| Q4 2019 | $250,000 | +9.6% | 1,718 | 0.0% | 0.07% | 0.0% |
| Q3 2019 | $228,000 | -48.6% | 1,718 | -50.0% | 0.07% | 0.0% |
| Q2 2019 | $444,000 | +107.5% | 3,436 | +100.0% | 0.07% | 0.0% |
| Q1 2019 | $214,000 | -51.4% | 1,718 | -50.0% | 0.07% | -6.8% |
| Q3 2018 | $440,000 | +115.7% | 3,436 | +100.0% | 0.07% | -1.3% |
| Q2 2018 | $204,000 | – | 1,718 | – | 0.08% | – |
Download | ||||||
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% |