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 | $562,897 | -91.4% | 2,481 | -91.1% | 0.03% | -91.1% |
| Q2 2023 | $6,534,850 | +1160.9% | 27,770 | +995.9% | 0.32% | +884.4% |
| Q1 2023 | $518,272 | +31.2% | 2,534 | +10.4% | 0.03% | +14.3% |
| Q4 2022 | $395,086 | -0.2% | 2,296 | +1.1% | 0.03% | -15.2% |
| Q3 2022 | $396,000 | -4.1% | 2,272 | -0.1% | 0.03% | -2.9% |
| Q2 2022 | $413,000 | -22.8% | 2,274 | +0.1% | 0.03% | -10.5% |
| Q1 2022 | $535,000 | -5.8% | 2,272 | +4.4% | 0.04% | -9.5% |
| Q4 2021 | $568,000 | +97.9% | 2,176 | +78.2% | 0.04% | +7.7% |
| Q3 2021 | $287,000 | +1.8% | 1,221 | 0.0% | 0.04% | -22.0% |
| Q2 2021 | $282,000 | +11.9% | 1,221 | +0.4% | 0.05% | +2.0% |
| Q1 2021 | $252,000 | – | 1,216 | – | 0.05% | – |
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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% |