VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.
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 | 3,778,515 | $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% |