VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 230 filers reported holding VANGUARD WORLD FD in Q3 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $219,953 | +9.6% | 700 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $200,635 | -17.1% | 700 | -24.7% | 0.02% | -34.5% |
| Q4 2021 | $242,000 | +8.0% | 929 | -2.4% | 0.03% | +3.6% |
| Q3 2021 | $224,000 | +10.9% | 952 | +9.2% | 0.03% | +3.7% |
| Q2 2021 | $202,000 | +15.4% | 872 | +3.4% | 0.03% | +3.8% |
| Q1 2021 | $175,000 | +32.6% | 843 | +30.1% | 0.03% | +23.8% |
| Q4 2020 | $132,000 | +10.0% | 648 | +0.2% | 0.02% | 0.0% |
| Q3 2020 | $120,000 | +18.8% | 647 | +4.4% | 0.02% | +10.5% |
| Q2 2020 | $101,000 | +8.6% | 620 | -15.2% | 0.02% | -5.0% |
| Q1 2020 | $93,000 | +32.9% | 731 | +52.9% | 0.02% | +53.8% |
| Q4 2019 | $70,000 | +11.1% | 478 | +0.6% | 0.01% | +8.3% |
| Q3 2019 | $63,000 | +3.3% | 475 | +0.2% | 0.01% | 0.0% |
| Q2 2019 | $61,000 | +3.4% | 474 | 0.0% | 0.01% | -20.0% |
| Q1 2019 | $59,000 | -27.2% | 474 | -37.4% | 0.02% | -31.8% |
| Q4 2018 | $81,000 | -19.0% | 757 | -2.9% | 0.02% | -18.5% |
| Q3 2018 | $100,000 | +63.9% | 780 | +52.0% | 0.03% | +50.0% |
| Q2 2018 | $61,000 | +8.9% | 513 | 0.0% | 0.02% | +5.9% |
| Q1 2018 | $56,000 | -18.8% | 513 | -14.6% | 0.02% | -22.7% |
| Q4 2017 | $69,000 | -11.5% | 601 | -17.9% | 0.02% | -15.4% |
| Q3 2017 | $78,000 | +310.5% | 732 | +285.3% | 0.03% | +271.4% |
| Q2 2017 | $19,000 | – | 190 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Erickson Financial Group, LLC | 119,456 | $21,704,000 | 23.25% |
| Tower Wealth Partners, Inc. | 56,363 | $10,241,000 | 13.61% |
| Zeit Capital LLC | 76,404 | $13,883,000 | 13.34% |
| Bernardo Wealth Planning LLC | 120,738 | $21,937,000 | 12.53% |
| Greytown Advisors Inc. | 96,310 | $17,498,000 | 9.92% |
| Blackston Financial Advisory Group, LLC | 78,261 | $14,995,000 | 9.80% |
| FC Advisory LLC | 111,649 | $20,285,000 | 9.71% |
| ANGELES WEALTH MANAGEMENT, LLC | 263,936 | $47,954,000 | 9.58% |
| BHK Investment Advisors, LLC | 114,827 | $20,863,000 | 9.38% |
| Black Diamond Financial, LLC | 117,956 | $21,525,000 | 8.48% |