VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 446 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $269,298 | -1.6% | 1,163 | +0.1% | 0.09% | -3.2% |
| Q2 2023 | $273,663 | +13.2% | 1,162 | +0.1% | 0.09% | +8.1% |
| Q1 2023 | $241,820 | +10.1% | 1,161 | +0.1% | 0.09% | -12.2% |
| Q4 2022 | $219,573 | -1.1% | 1,160 | +0.2% | 0.10% | -13.3% |
| Q2 2022 | $222,000 | -14.6% | 1,158 | +0.1% | 0.11% | -5.8% |
| Q1 2022 | $260,000 | -16.1% | 1,157 | -14.7% | 0.12% | -4.8% |
| Q4 2021 | $310,000 | -12.2% | 1,356 | 0.0% | 0.13% | +4.1% |
| Q3 2021 | $353,000 | +8.3% | 1,356 | +0.1% | 0.12% | +0.8% |
| Q2 2021 | $326,000 | +9.8% | 1,355 | +0.1% | 0.12% | 0.0% |
| Q1 2021 | $297,000 | -30.0% | 1,354 | -33.4% | 0.12% | -31.8% |
| Q4 2020 | $424,000 | -10.7% | 2,033 | -23.6% | 0.18% | -36.7% |
| Q2 2020 | $475,000 | +21.5% | 2,661 | +0.0% | 0.28% | -17.5% |
| Q1 2020 | $391,000 | -7.3% | 2,660 | +0.1% | 0.34% | -11.3% |
| Q4 2019 | $422,000 | +7.4% | 2,658 | -6.9% | 0.38% | -6.9% |
| Q3 2019 | $393,000 | – | 2,855 | – | 0.41% | – |
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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% |