VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342,846 | -58.7% | 1,511 | -57.2% | 0.01% | -60.0% |
| Q2 2023 | $830,918 | +241.4% | 3,531 | +196.7% | 0.02% | +200.0% |
| Q1 2023 | $243,369 | -58.1% | 1,190 | -64.7% | 0.01% | -64.3% |
| Q4 2022 | $580,738 | +183.3% | 3,375 | +328.3% | 0.01% | +180.0% |
| Q4 2021 | $205,000 | -6.4% | 788 | -55.3% | 0.01% | -70.6% |
| Q1 2019 | $219,000 | +4.8% | 1,764 | 0.0% | 0.02% | -37.0% |
| Q4 2018 | $209,000 | – | 1,764 | – | 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% |