VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 446 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $427,707 | -30.3% | 1,885 | -27.7% | 0.04% | -32.8% |
| Q2 2023 | $613,715 | +13.7% | 2,608 | -1.2% | 0.06% | +3.6% |
| Q1 2023 | $539,702 | +13.1% | 2,639 | -4.9% | 0.06% | +1.8% |
| Q4 2022 | $477,322 | +4.7% | 2,774 | +6.1% | 0.06% | 0.0% |
| Q3 2022 | $456,000 | -3.8% | 2,614 | +0.2% | 0.06% | -5.2% |
| Q2 2022 | $474,000 | -51.3% | 2,610 | -36.8% | 0.06% | -48.7% |
| Q1 2022 | $973,000 | +47.0% | 4,133 | +62.9% | 0.11% | +34.5% |
| Q4 2021 | $662,000 | +17.2% | 2,537 | +5.4% | 0.08% | -4.5% |
| Q3 2021 | $565,000 | +2.5% | 2,406 | +1.0% | 0.09% | +2.3% |
| Q2 2021 | $551,000 | +11.8% | 2,381 | 0.0% | 0.09% | -18.1% |
| Q1 2021 | $493,000 | +1.6% | 2,381 | 0.0% | 0.10% | -13.9% |
| Q4 2020 | $485,000 | +5.2% | 2,381 | -4.3% | 0.12% | -14.7% |
| Q3 2020 | $461,000 | +16.1% | 2,488 | +2.5% | 0.14% | +2.1% |
| Q2 2020 | $397,000 | +28.5% | 2,428 | 0.0% | 0.14% | -22.2% |
| Q1 2020 | $309,000 | -27.3% | 2,428 | -16.8% | 0.18% | -38.4% |
| Q4 2019 | $425,000 | +86.4% | 2,920 | +69.6% | 0.29% | +69.8% |
| Q3 2019 | $228,000 | +2.2% | 1,722 | 0.0% | 0.17% | -9.5% |
| Q2 2019 | $223,000 | +4.2% | 1,722 | 0.0% | 0.19% | -2.1% |
| Q1 2019 | $214,000 | – | 1,722 | – | 0.19% | – |
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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% |