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 | $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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Cassaday & Co Wealth Management LLC | 3,778,515 | $857,345,064 | 35.83% |
Erickson Financial Group, LLC | 89,445 | $20,295,070 | 18.98% |
Zeit Capital LLC | 79,675 | $18,078,218 | 16.76% |
BHK Investment Advisors, LLC | 108,511 | $24,621,150 | 11.32% |
FC Advisory LLC | 116,993 | $26,545,681 | 11.17% |
Portfolio Strategies, Inc. | 255,307 | $57,927,951 | 11.16% |
Greytown Advisors Inc. | 88,542 | $20,090,204 | 11.12% |
Bernardo Wealth Planning LLC | 122,375 | $27,766,862 | 10.98% |
ANGELES WEALTH MANAGEMENT, LLC | 335,017 | $76,015,273 | 10.74% |
Kensington Asset Management, LLC | 426,000 | $96,659,400 | 10.06% |