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 | $24,621,150 | -4.8% | 108,511 | -1.2% | 11.32% | +2.3% |
| Q2 2023 | $25,854,219 | +2.5% | 109,868 | -10.9% | 11.07% | +0.4% |
| Q1 2023 | $25,218,473 | +48.7% | 123,312 | +25.1% | 11.02% | +15.6% |
| Q4 2022 | $16,955,086 | -10.7% | 98,536 | -9.5% | 9.54% | +0.1% |
| Q3 2022 | $18,983,000 | -9.0% | 108,919 | -5.1% | 9.53% | +1.6% |
| Q2 2022 | $20,863,000 | -14.5% | 114,827 | +10.7% | 9.38% | -8.1% |
| Q1 2022 | $24,411,000 | -10.4% | 103,702 | -0.7% | 10.21% | -5.0% |
| Q4 2021 | $27,231,000 | +5.7% | 104,428 | -4.8% | 10.74% | +1.2% |
| Q3 2021 | $25,768,000 | -0.8% | 109,744 | -2.3% | 10.61% | 0.0% |
| Q2 2021 | $25,986,000 | +23.1% | 112,309 | +8.4% | 10.61% | +8.2% |
| Q1 2021 | $21,115,000 | 0.0% | 103,634 | +0.0% | 9.81% | -0.5% |
| Q4 2020 | $21,115,000 | +19.5% | 103,633 | +8.8% | 9.85% | -0.9% |
| Q3 2020 | $17,664,000 | +16.1% | 95,277 | +2.3% | 9.94% | +10.6% |
| Q2 2020 | $15,221,000 | +29.2% | 93,090 | +0.4% | 8.99% | +7.2% |
| Q1 2020 | $11,781,000 | -17.3% | 92,704 | -5.3% | 8.38% | +3.3% |
| Q4 2019 | $14,252,000 | +28.4% | 97,841 | +17.0% | 8.12% | +26.7% |
| Q3 2019 | $11,097,000 | +0.9% | 83,650 | -1.5% | 6.41% | +2.4% |
| Q2 2019 | $11,001,000 | +6.7% | 84,965 | +2.5% | 6.26% | +0.0% |
| Q1 2019 | $10,310,000 | +17.6% | 82,908 | +1.2% | 6.25% | -5.1% |
| Q4 2018 | $8,765,000 | -14.3% | 81,910 | +2.7% | 6.59% | -4.3% |
| Q3 2018 | $10,226,000 | +4.5% | 79,788 | -3.0% | 6.88% | +1.1% |
| Q2 2018 | $9,785,000 | +7.5% | 82,250 | +1.4% | 6.81% | +1.4% |
| Q1 2018 | $9,100,000 | +2.5% | 81,079 | +1.7% | 6.71% | -10.4% |
| Q4 2017 | $8,878,000 | – | 79,743 | – | 7.49% | – |
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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% |