VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,475 | -7.9% | 1,263 | -4.5% | 0.08% | +1.4% |
| Q2 2023 | $311,175 | +15.2% | 1,322 | +0.1% | 0.07% | +7.2% |
| Q1 2023 | $270,223 | +18.4% | 1,321 | -0.5% | 0.07% | +7.8% |
| Q4 2022 | $228,258 | -9.4% | 1,327 | -8.2% | 0.06% | -21.0% |
| Q3 2022 | $251,833 | -3.9% | 1,445 | +0.1% | 0.08% | -1.2% |
| Q2 2022 | $262,000 | -22.7% | 1,444 | +0.1% | 0.08% | -6.8% |
| Q1 2022 | $339,000 | -9.8% | 1,442 | 0.0% | 0.09% | -8.3% |
| Q4 2021 | $376,000 | +3.3% | 1,442 | -6.9% | 0.10% | -11.9% |
| Q3 2021 | $364,000 | +0.3% | 1,549 | -1.2% | 0.11% | +3.8% |
| Q2 2021 | $363,000 | +20.6% | 1,568 | +8.0% | 0.10% | +1.0% |
| Q1 2021 | $301,000 | +6.0% | 1,452 | +4.0% | 0.10% | +3.0% |
| Q4 2020 | $284,000 | +33.3% | 1,396 | +21.7% | 0.10% | +20.2% |
| Q3 2020 | $213,000 | – | 1,147 | – | 0.08% | – |
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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% |