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 | $4,599,490 | -4.6% | 20,271 | -1.0% | 0.89% | -1.4% |
| Q2 2023 | $4,820,766 | +12.1% | 20,486 | -2.6% | 0.91% | +4.5% |
| Q1 2023 | $4,300,027 | +17.5% | 21,026 | -1.2% | 0.87% | +9.6% |
| Q4 2022 | $3,660,961 | -1.6% | 21,276 | -0.4% | 0.79% | -16.8% |
| Q3 2022 | $3,722,000 | -8.2% | 21,355 | -4.3% | 0.95% | -8.4% |
| Q2 2022 | $4,053,000 | -22.6% | 22,305 | +0.3% | 1.04% | -14.5% |
| Q1 2022 | $5,237,000 | -9.7% | 22,249 | 0.0% | 1.22% | -8.7% |
| Q4 2021 | $5,802,000 | +7.6% | 22,249 | -3.1% | 1.33% | -7.6% |
| Q3 2021 | $5,393,000 | +1.3% | 22,967 | -0.2% | 1.44% | +0.4% |
| Q2 2021 | $5,326,000 | +12.7% | 23,017 | +0.9% | 1.43% | +1.1% |
| Q1 2021 | $4,725,000 | +1.1% | 22,817 | -0.6% | 1.42% | -6.9% |
| Q4 2020 | $4,675,000 | +13.8% | 22,947 | 0.0% | 1.52% | -1.9% |
| Q3 2020 | $4,109,000 | +8.6% | 22,947 | -0.9% | 1.55% | +1.2% |
| Q2 2020 | $3,785,000 | +14.3% | 23,150 | 0.0% | 1.53% | +5.4% |
| Q1 2020 | $3,312,000 | -3.6% | 23,150 | -1.8% | 1.46% | +15.6% |
| Q4 2019 | $3,434,000 | – | 23,578 | – | 1.26% | – |
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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% |