VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 663 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is 5.84 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $651,044 | +38.8% | 2,072 | +26.6% | 0.32% | +32.8% |
| Q1 2024 | $469,181 | -14.8% | 1,637 | -22.8% | 0.24% | -26.3% |
| Q4 2023 | $550,421 | +11.4% | 2,121 | -2.6% | 0.33% | +3.1% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Erickson Financial Group, LLC | 119,456 | $21,704,000 | 23.25% |
| Tower Wealth Partners, Inc. | 56,363 | $10,241,000 | 13.61% |
| Zeit Capital LLC | 76,404 | $13,883,000 | 13.34% |
| Bernardo Wealth Planning LLC | 120,738 | $21,937,000 | 12.53% |
| Greytown Advisors Inc. | 96,310 | $17,498,000 | 9.92% |
| Blackston Financial Advisory Group, LLC | 78,261 | $14,995,000 | 9.80% |
| FC Advisory LLC | 111,649 | $20,285,000 | 9.71% |
| ANGELES WEALTH MANAGEMENT, LLC | 263,936 | $47,954,000 | 9.58% |
| BHK Investment Advisors, LLC | 114,827 | $20,863,000 | 9.38% |
| Black Diamond Financial, LLC | 117,956 | $21,525,000 | 8.48% |