VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371 | -5.1% | 1,636 | -1.5% | 0.04% | +28.6% |
| Q2 2023 | $391 | +7.4% | 1,661 | -6.8% | 0.04% | -23.9% |
| Q1 2023 | $364 | +0.3% | 1,782 | -15.6% | 0.05% | -9.8% |
| Q4 2022 | $363 | -99.9% | 2,111 | 0.0% | 0.05% | -3.8% |
| Q3 2022 | $368,000 | -2.4% | 2,111 | +1.8% | 0.05% | 0.0% |
| Q2 2022 | $377,000 | -22.7% | 2,074 | 0.0% | 0.05% | -10.2% |
| Q1 2022 | $488,000 | +5.4% | 2,074 | +16.9% | 0.06% | +11.3% |
| Q4 2021 | $463,000 | +35.0% | 1,774 | +21.6% | 0.05% | +15.2% |
| Q3 2021 | $343,000 | +1.5% | 1,459 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $338,000 | +19.9% | 1,459 | +7.0% | 0.05% | +17.9% |
| Q1 2021 | $282,000 | +24.2% | 1,364 | +22.3% | 0.04% | +18.2% |
| Q4 2020 | $227,000 | +36.7% | 1,115 | +10.0% | 0.03% | +13.8% |
| Q2 2020 | $166,000 | – | 1,014 | – | 0.03% | – |
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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% |