VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 232 filers reported holding VANGUARD WORLD FD in Q1 2019. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $893,759 | -6.0% | 3,939 | -2.5% | 0.22% | -4.4% |
| Q2 2023 | $950,457 | -29.1% | 4,039 | -38.4% | 0.23% | -32.8% |
| Q1 2023 | $1,341,381 | +29.7% | 6,559 | +9.2% | 0.34% | +20.3% |
| Q4 2022 | $1,033,969 | -32.4% | 6,009 | -31.6% | 0.28% | -37.0% |
| Q3 2022 | $1,530,000 | +78.1% | 8,781 | +85.7% | 0.45% | +81.3% |
| Q2 2022 | $859,000 | -12.7% | 4,729 | +13.2% | 0.25% | -1.6% |
| Q1 2022 | $984,000 | +48.9% | 4,179 | +64.9% | 0.25% | +51.5% |
| Q4 2021 | $661,000 | -4.1% | 2,535 | -13.6% | 0.16% | -10.8% |
| Q3 2021 | $689,000 | -12.9% | 2,935 | -14.2% | 0.18% | -14.7% |
| Q2 2021 | $791,000 | -1.0% | 3,420 | -11.4% | 0.22% | -11.1% |
| Q1 2021 | $799,000 | -40.4% | 3,861 | -41.3% | 0.24% | -43.0% |
| Q4 2020 | $1,341,000 | +41.8% | 6,581 | +29.0% | 0.43% | +30.5% |
| Q3 2020 | $946,000 | +22.1% | 5,102 | +7.6% | 0.33% | +15.1% |
| Q2 2020 | $775,000 | +52.3% | 4,741 | +18.4% | 0.28% | +33.8% |
| Q1 2020 | $509,000 | -12.7% | 4,005 | 0.0% | 0.21% | -0.5% |
| Q4 2019 | $583,000 | +15.9% | 4,005 | +5.5% | 0.21% | +5.9% |
| Q3 2019 | $503,000 | +2.4% | 3,795 | 0.0% | 0.20% | -1.5% |
| Q2 2019 | $491,000 | +4.0% | 3,795 | 0.0% | 0.20% | -5.5% |
| Q1 2019 | $472,000 | +24.2% | 3,795 | +6.8% | 0.22% | +3.8% |
| Q4 2018 | $380,000 | – | 3,555 | – | 0.21% | – |
Download | ||||||
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% |