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 | $12,711,281 | -3.6% | 56,021 | -0.1% | 1.90% | -6.2% |
| Q2 2023 | $13,192,522 | +20.3% | 56,062 | +4.6% | 2.02% | +9.8% |
| Q1 2023 | $10,964,481 | +24.5% | 53,613 | +4.8% | 1.84% | +17.2% |
| Q4 2022 | $8,806,208 | -2.2% | 51,178 | -0.9% | 1.57% | -13.6% |
| Q3 2022 | $9,005,000 | -12.6% | 51,667 | -8.9% | 1.82% | -6.7% |
| Q2 2022 | $10,304,000 | -23.7% | 56,710 | -1.1% | 1.95% | -12.9% |
| Q1 2022 | $13,496,000 | -8.1% | 57,332 | +1.8% | 2.24% | -3.2% |
| Q4 2021 | $14,683,000 | +12.4% | 56,308 | +1.2% | 2.31% | +1.9% |
| Q3 2021 | $13,062,000 | +4.6% | 55,629 | +3.1% | 2.27% | -34.0% |
| Q2 2021 | $12,490,000 | +19.2% | 53,979 | +6.6% | 3.44% | +3.7% |
| Q1 2021 | $10,482,000 | -10.0% | 50,620 | -11.5% | 3.32% | -9.5% |
| Q4 2020 | $11,649,000 | +9.5% | 57,171 | -0.4% | 3.66% | -5.2% |
| Q3 2020 | $10,638,000 | +9.2% | 57,380 | -3.7% | 3.86% | -6.2% |
| Q2 2020 | $9,745,000 | +26.9% | 59,601 | -1.3% | 4.12% | +0.8% |
| Q1 2020 | $7,678,000 | -33.3% | 60,416 | -23.5% | 4.09% | -23.4% |
| Q4 2019 | $11,510,000 | +42.1% | 79,022 | +29.4% | 5.34% | +16.3% |
| Q3 2019 | $8,099,000 | +0.5% | 61,052 | -1.9% | 4.59% | -9.8% |
| Q2 2019 | $8,061,000 | -25.9% | 62,256 | -28.8% | 5.09% | -40.7% |
| Q1 2019 | $10,877,000 | – | 87,474 | – | 8.58% | – |
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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% |