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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $282,559 | +9.6% | 1,245 | +13.7% | 0.03% | +18.5% |
| Q2 2023 | $257,747 | +15.1% | 1,095 | 0.0% | 0.03% | +12.5% |
| Q1 2023 | $224,000 | 0.0% | 1,095 | -11.2% | 0.02% | -11.1% |
| Q2 2022 | $224,000 | -22.8% | 1,233 | 0.0% | 0.03% | -6.9% |
| Q1 2022 | $290,000 | +7.8% | 1,233 | +19.4% | 0.03% | +7.4% |
| Q4 2021 | $269,000 | +1.1% | 1,033 | -8.8% | 0.03% | -3.6% |
| Q3 2021 | $266,000 | -6.7% | 1,133 | -8.1% | 0.03% | -9.7% |
| Q2 2021 | $285,000 | +21.3% | 1,233 | +8.8% | 0.03% | +6.9% |
| Q1 2021 | $235,000 | +1.7% | 1,133 | 0.0% | 0.03% | -19.4% |
| Q4 2020 | $231,000 | +10.0% | 1,133 | 0.0% | 0.04% | -12.2% |
| Q3 2020 | $210,000 | +37.3% | 1,133 | -8.1% | 0.04% | -28.1% |
| Q1 2019 | $153,000 | +15.9% | 1,233 | 0.0% | 0.06% | -10.9% |
| Q4 2018 | $132,000 | -16.5% | 1,233 | 0.0% | 0.06% | -3.0% |
| Q3 2018 | $158,000 | +7.5% | 1,233 | 0.0% | 0.07% | +6.5% |
| Q2 2018 | $147,000 | +6.5% | 1,233 | 0.0% | 0.06% | -16.2% |
| Q1 2018 | $138,000 | +273.0% | 1,233 | +270.3% | 0.07% | +311.1% |
| Q4 2017 | $37,000 | – | 333 | – | 0.02% | – |
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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% |