VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 528 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,319,968 | -4.7% | 133,627 | -1.2% | 9.33% | -0.9% |
| Q2 2023 | $31,817,046 | +19.0% | 135,207 | +3.4% | 9.42% | +7.3% |
| Q1 2023 | $26,737,126 | +20.3% | 130,738 | +1.2% | 8.78% | +9.2% |
| Q4 2022 | $22,228,210 | -3.1% | 129,181 | -1.8% | 8.04% | -13.0% |
| Q3 2022 | $22,934,000 | +6.5% | 131,576 | +11.5% | 9.24% | +9.0% |
| Q2 2022 | $21,525,000 | -23.4% | 117,956 | -1.2% | 8.48% | -4.5% |
| Q1 2022 | $28,115,000 | -12.0% | 119,436 | -2.5% | 8.87% | -17.5% |
| Q4 2021 | $31,947,000 | +40.3% | 122,515 | +26.3% | 10.76% | -1.6% |
| Q3 2021 | $22,778,000 | -17.9% | 97,011 | -19.0% | 10.94% | +0.9% |
| Q2 2021 | $27,750,000 | +14.9% | 119,804 | +2.7% | 10.84% | +5.8% |
| Q1 2021 | $24,156,000 | +4.7% | 116,654 | +3.0% | 10.25% | -3.2% |
| Q4 2020 | $23,071,000 | +14.3% | 113,230 | +4.0% | 10.59% | -6.4% |
| Q3 2020 | $20,190,000 | +23.6% | 108,897 | +9.0% | 11.32% | +6.1% |
| Q2 2020 | $16,341,000 | +172.4% | 99,936 | +111.7% | 10.67% | +134.3% |
| Q1 2020 | $5,999,000 | +0.3% | 47,206 | +15.0% | 4.55% | +5.1% |
| Q4 2019 | $5,980,000 | +21.1% | 41,052 | +10.2% | 4.33% | +18.9% |
| Q3 2019 | $4,940,000 | +16.5% | 37,239 | +13.8% | 3.64% | +0.8% |
| Q2 2019 | $4,239,000 | +6.1% | 32,736 | +1.9% | 3.61% | +1.0% |
| Q1 2019 | $3,997,000 | +8.9% | 32,141 | -7.2% | 3.58% | +23.7% |
| Q4 2018 | $3,671,000 | – | 34,623 | – | 2.89% | – |
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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% |