VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 145 filers reported holding VANGUARD WORLD FD in Q1 2017. The put-call ratio across all filers is 0.92 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $357,120 | +10.9% | 1,246 | +0.4% | 0.02% | 0.0% |
Q4 2023 | $321,967 | +36.8% | 1,241 | +19.7% | 0.02% | +15.0% |
Q3 2023 | $235,326 | -3.5% | 1,037 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $243,957 | -20.0% | 1,037 | -30.4% | 0.02% | -31.0% |
Q1 2023 | $304,787 | +51.6% | 1,490 | +29.1% | 0.03% | +26.1% |
Q3 2022 | $201,000 | -21.5% | 1,154 | +6.2% | 0.02% | -8.0% |
Q1 2022 | $256,000 | -9.5% | 1,087 | 0.0% | 0.02% | -7.4% |
Q4 2021 | $283,000 | +9.3% | 1,087 | -3.0% | 0.03% | -3.6% |
Q3 2021 | $259,000 | 0.0% | 1,121 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $259,000 | +11.2% | 1,121 | -0.4% | 0.03% | +7.7% |
Q1 2021 | $233,000 | -2.1% | 1,126 | -3.7% | 0.03% | -13.3% |
Q4 2020 | $238,000 | +5.8% | 1,169 | -4.0% | 0.03% | 0.0% |
Q3 2020 | $225,000 | +2.3% | 1,218 | -9.7% | 0.03% | -6.2% |
Q2 2020 | $220,000 | +28.7% | 1,349 | 0.0% | 0.03% | -5.9% |
Q1 2020 | $171,000 | -13.2% | 1,349 | -0.4% | 0.03% | 0.0% |
Q4 2019 | $197,000 | +13.2% | 1,355 | +2.9% | 0.03% | 0.0% |
Q3 2019 | $174,000 | +3.6% | 1,317 | +1.2% | 0.03% | -2.9% |
Q2 2019 | $168,000 | -32.5% | 1,302 | -35.1% | 0.04% | -31.4% |
Q1 2019 | $249,000 | +9.2% | 2,007 | -5.9% | 0.05% | -7.3% |
Q4 2018 | $228,000 | -21.4% | 2,132 | -5.5% | 0.06% | +1.9% |
Q3 2018 | $290,000 | +8.2% | 2,256 | -0.0% | 0.05% | 0.0% |
Q2 2018 | $268,000 | +12.6% | 2,257 | +3.4% | 0.05% | -23.9% |
Q1 2018 | $238,000 | -47.1% | 2,182 | -44.0% | 0.07% | -45.0% |
Q4 2017 | $450,000 | +7.7% | 3,897 | -1.2% | 0.13% | -5.1% |
Q3 2017 | $418,000 | +3.7% | 3,946 | -1.9% | 0.14% | -2.9% |
Q2 2017 | $403,000 | +5.5% | 4,022 | +0.7% | 0.14% | -4.1% |
Q1 2017 | $382,000 | +15.8% | 3,996 | +9.0% | 0.15% | +2.8% |
Q4 2016 | $330,000 | – | 3,665 | – | 0.14% | – |
Download |
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% |