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 | 3,778,515 | $857,345,064 | 35.83% |
| Erickson Financial Group, LLC | 89,445 | $20,295,070 | 18.98% |
| Zeit Capital LLC | 79,675 | $18,078,218 | 16.76% |
| BHK Investment Advisors, LLC | 108,511 | $24,621,150 | 11.32% |
| FC Advisory LLC | 116,993 | $26,545,681 | 11.17% |
| Portfolio Strategies, Inc. | 255,307 | $57,927,951 | 11.16% |
| Greytown Advisors Inc. | 88,542 | $20,090,204 | 11.12% |
| Bernardo Wealth Planning LLC | 122,375 | $27,766,862 | 10.98% |
| ANGELES WEALTH MANAGEMENT, LLC | 335,017 | $76,015,273 | 10.74% |
| Kensington Asset Management, LLC | 426,000 | $96,659,400 | 10.06% |