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 | $385,730 | -3.6% | 1,700 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $400,044 | +8.7% | 1,700 | -5.6% | 0.06% | 0.0% |
| Q1 2023 | $368,118 | +18.9% | 1,800 | 0.0% | 0.06% | +14.0% |
| Q4 2022 | $309,726 | -2.0% | 1,800 | 0.0% | 0.06% | -13.6% |
| Q3 2022 | $316,000 | -6.5% | 1,800 | 0.0% | 0.07% | -2.9% |
| Q2 2022 | $338,000 | +14.2% | 1,800 | +38.5% | 0.07% | +23.6% |
| Q1 2022 | $296,000 | -9.5% | 1,300 | 0.0% | 0.06% | -9.8% |
| Q4 2021 | $327,000 | +7.2% | 1,300 | 0.0% | 0.06% | -7.6% |
| Q3 2021 | $305,000 | +1.3% | 1,300 | 0.0% | 0.07% | +1.5% |
| Q2 2021 | $301,000 | +11.9% | 1,300 | 0.0% | 0.06% | +8.3% |
| Q1 2021 | $269,000 | -2.5% | 1,300 | 0.0% | 0.06% | -6.2% |
| Q4 2020 | $276,000 | +13.1% | 1,300 | 0.0% | 0.06% | -1.5% |
| Q3 2020 | $244,000 | +9.9% | 1,300 | 0.0% | 0.06% | 0.0% |
| Q2 2020 | $222,000 | – | 1,300 | – | 0.06% | – |
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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% |