VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,529 | -4.4% | 1,144 | -0.9% | 0.05% | -2.0% |
| Q2 2023 | $271,487 | +18.9% | 1,154 | +3.3% | 0.05% | +8.5% |
| Q1 2023 | $228,358 | +2.4% | 1,117 | -12.7% | 0.05% | -16.1% |
| Q3 2022 | $223,000 | -15.2% | 1,279 | -11.7% | 0.06% | -17.6% |
| Q2 2022 | $263,000 | -34.1% | 1,448 | -14.7% | 0.07% | -24.4% |
| Q1 2022 | $399,000 | -2.9% | 1,697 | +7.6% | 0.09% | -1.1% |
| Q4 2021 | $411,000 | +35.2% | 1,577 | +22.0% | 0.09% | +21.3% |
| Q3 2021 | $304,000 | +59.2% | 1,293 | +56.9% | 0.08% | +53.1% |
| Q2 2021 | $191,000 | +23.2% | 824 | +9.6% | 0.05% | +6.5% |
| Q1 2021 | $155,000 | – | 752 | – | 0.05% | – |
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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% |