VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 528 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,058,236 | +13.9% | 17,246 | -1.0% | 0.46% | +6.4% |
| Q1 2023 | $3,564,289 | +18.1% | 17,428 | -0.6% | 0.44% | +16.5% |
| Q4 2022 | $3,017,303 | -1.4% | 17,535 | -0.2% | 0.38% | -7.9% |
| Q3 2022 | $3,061,000 | +2.2% | 17,562 | +6.6% | 0.41% | +10.6% |
| Q2 2022 | $2,994,000 | -25.4% | 16,480 | -3.4% | 0.37% | -14.2% |
| Q1 2022 | $4,016,000 | -11.3% | 17,060 | -1.7% | 0.43% | -10.4% |
| Q4 2021 | $4,528,000 | +8.3% | 17,363 | -2.5% | 0.48% | +4.1% |
| Q3 2021 | $4,181,000 | -4.0% | 17,808 | -5.4% | 0.46% | -4.6% |
| Q2 2021 | $4,353,000 | +2.4% | 18,815 | -8.3% | 0.48% | -3.8% |
| Q1 2021 | $4,249,000 | -15.0% | 20,519 | -16.4% | 0.50% | -28.7% |
| Q4 2020 | $5,000,000 | +3.3% | 24,539 | -6.0% | 0.70% | -10.8% |
| Q3 2020 | $4,842,000 | +3.5% | 26,115 | -8.8% | 0.79% | -4.1% |
| Q2 2020 | $4,680,000 | +19.7% | 28,621 | -7.0% | 0.82% | +4.1% |
| Q1 2020 | $3,911,000 | -33.2% | 30,773 | -23.5% | 0.79% | -47.7% |
| Q4 2019 | $5,857,000 | -1.5% | 40,208 | -10.3% | 1.51% | -0.8% |
| Q3 2019 | $5,946,000 | -3.5% | 44,818 | -5.8% | 1.52% | -9.3% |
| Q2 2019 | $6,164,000 | -1.4% | 47,602 | -5.3% | 1.68% | -7.5% |
| Q1 2019 | $6,251,000 | +16.4% | 50,267 | +0.2% | 1.82% | -1.7% |
| Q4 2018 | $5,368,000 | -14.6% | 50,163 | +2.3% | 1.85% | -9.1% |
| Q3 2018 | $6,286,000 | +3.4% | 49,047 | -4.0% | 2.03% | -1.9% |
| Q2 2018 | $6,081,000 | +3.5% | 51,113 | -2.4% | 2.07% | -6.1% |
| Q1 2018 | $5,876,000 | +7.0% | 52,350 | -4.6% | 2.21% | -8.0% |
| Q2 2017 | $5,493,000 | – | 54,899 | – | 2.40% | – |
Download | ||||||
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% |