VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $494,189 | -34.1% | 2,178 | -31.7% | 0.32% | -36.8% |
| Q2 2023 | $750,436 | +23.2% | 3,189 | -8.8% | 0.51% | -4.5% |
| Q3 2022 | $609,000 | -3.8% | 3,495 | +0.3% | 0.53% | +0.8% |
| Q2 2022 | $633,000 | -25.0% | 3,485 | -2.8% | 0.53% | -9.7% |
| Q1 2022 | $844,000 | -52.6% | 3,584 | -50.2% | 0.58% | -10.4% |
| Q4 2021 | $1,779,000 | +106.1% | 7,190 | +95.5% | 0.65% | -6.0% |
| Q3 2021 | $863,000 | +6.0% | 3,677 | +4.5% | 0.70% | +6.1% |
| Q2 2021 | $814,000 | +9.7% | 3,519 | -1.8% | 0.66% | -4.5% |
| Q1 2021 | $742,000 | +2.9% | 3,582 | +1.3% | 0.69% | -9.5% |
| Q4 2020 | $721,000 | -8.0% | 3,537 | -26.2% | 0.76% | -35.9% |
| Q3 2020 | $784,000 | 0.0% | 4,793 | 0.0% | 1.18% | 0.0% |
| Q2 2020 | $784,000 | -6.0% | 4,793 | -27.0% | 1.18% | -33.9% |
| Q1 2020 | $834,000 | -13.2% | 6,562 | -0.5% | 1.79% | +0.6% |
| Q4 2019 | $961,000 | +10.8% | 6,596 | +1.0% | 1.78% | +0.3% |
| Q3 2019 | $867,000 | -5.3% | 6,533 | -7.6% | 1.78% | -9.5% |
| Q2 2019 | $916,000 | -9.8% | 7,072 | -13.4% | 1.96% | +10.5% |
| Q1 2019 | $1,015,000 | +24.7% | 8,166 | +7.3% | 1.78% | +3.7% |
| Q4 2018 | $814,000 | -8.9% | 7,608 | +9.1% | 1.71% | -0.2% |
| Q3 2018 | $894,000 | -10.2% | 6,972 | -16.8% | 1.72% | -11.0% |
| Q2 2018 | $996,000 | +11.4% | 8,376 | +5.1% | 1.93% | +0.6% |
| Q1 2018 | $894,000 | – | 7,966 | – | 1.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 3,626,424 | $623,998,723 | 28.82% |
| Erickson Financial Group, LLC | 93,707 | $16,124,163 | 17.45% |
| Zeit Capital LLC | 65,272 | $11,231,403 | 10.91% |
| Greytown Advisors Inc. | 106,758 | $18,369,926 | 9.98% |
| Bernardo Wealth Planning LLC | 123,532 | $21,256,182 | 9.94% |
| BHK Investment Advisors, LLC | 98,536 | $16,955,086 | 9.54% |
| FC Advisory LLC | 114,446 | $19,692,678 | 9.31% |
| Blackston Financial Advisory Group, LLC | 72,847 | $12,535 | 9.10% |
| ANGELES WEALTH MANAGEMENT, LLC | 280,422 | $48,252,149 | 8.44% |
| Tower Wealth Partners, Inc. | 54,227 | $9,330,840 | 8.13% |