VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,210,190 | +0.7% | 5,334 | +4.5% | 0.06% | -3.2% |
| Q2 2023 | $1,201,399 | +75.4% | 5,105 | +52.4% | 0.06% | +61.5% |
| Q1 2023 | $685,008 | +129.6% | 3,350 | +93.2% | 0.04% | +105.3% |
| Q4 2022 | $298,412 | -14.0% | 1,734 | -13.0% | 0.02% | -26.9% |
| Q3 2022 | $347,000 | +50.2% | 1,993 | +56.9% | 0.03% | +30.0% |
| Q2 2022 | $231,000 | -22.5% | 1,270 | +0.3% | 0.02% | -13.0% |
| Q1 2022 | $298,000 | -14.4% | 1,266 | -5.2% | 0.02% | -11.5% |
| Q4 2021 | $348,000 | +17.2% | 1,336 | +5.4% | 0.03% | +8.3% |
| Q3 2021 | $297,000 | +0.7% | 1,267 | -0.5% | 0.02% | +26.3% |
| Q2 2021 | $295,000 | +11.7% | 1,274 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $264,000 | +1.9% | 1,274 | 0.0% | 0.02% | -13.6% |
| Q4 2020 | $259,000 | +9.7% | 1,274 | +0.1% | 0.02% | -8.3% |
| Q3 2020 | $236,000 | -38.7% | 1,273 | -57.7% | 0.02% | -71.1% |
| Q3 2018 | $385,000 | +7.5% | 3,006 | 0.0% | 0.08% | -8.8% |
| Q2 2018 | $358,000 | +575.5% | 3,006 | +518.5% | 0.09% | +550.0% |
| Q1 2018 | $53,000 | -5.4% | 486 | 0.0% | 0.01% | -6.7% |
| Q4 2017 | $56,000 | +9.8% | 486 | 0.0% | 0.02% | -31.8% |
| Q3 2017 | $51,000 | -38.6% | 486 | 0.0% | 0.02% | -45.0% |
| Q2 2017 | $83,000 | – | 486 | – | 0.04% | – |
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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% |