VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 13 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,406,847 | +21.0% | 6,200 | +25.5% | 0.12% | +20.2% |
| Q2 2023 | $1,162,383 | +39.1% | 4,940 | +20.9% | 0.10% | +26.9% |
| Q1 2023 | $835,828 | +20.9% | 4,087 | +1.7% | 0.08% | +9.9% |
| Q4 2022 | $691,329 | -37.3% | 4,017 | -35.6% | 0.07% | +12.7% |
| Q3 2022 | $1,102,000 | +23.0% | 6,233 | +29.3% | 0.06% | +23.5% |
| Q2 2022 | $896,000 | -21.2% | 4,819 | -0.3% | 0.05% | -7.3% |
| Q1 2022 | $1,137,000 | +176.0% | 4,833 | +206.3% | 0.06% | +34.1% |
| Q4 2021 | $412,000 | -45.1% | 1,578 | -51.2% | 0.04% | -46.8% |
| Q2 2021 | $750,000 | +16.8% | 3,236 | +4.4% | 0.08% | -10.5% |
| Q1 2021 | $642,000 | +3.7% | 3,100 | +2.0% | 0.09% | -5.5% |
| Q4 2020 | $619,000 | +7.7% | 3,038 | -2.0% | 0.09% | -3.2% |
| Q3 2020 | $575,000 | +14.1% | 3,101 | +2.6% | 0.09% | +3.3% |
| Q2 2020 | $504,000 | +142.3% | 3,023 | +85.1% | 0.09% | +89.6% |
| Q1 2020 | $208,000 | -14.8% | 1,633 | -2.4% | 0.05% | +29.7% |
| Q4 2019 | $244,000 | +14.0% | 1,673 | +3.2% | 0.04% | -17.8% |
| Q3 2019 | $214,000 | +1.4% | 1,621 | -1.0% | 0.04% | +60.7% |
| Q2 2019 | $211,000 | +2.9% | 1,638 | -0.5% | 0.03% | -39.1% |
| Q1 2019 | $205,000 | – | 1,647 | – | 0.05% | – |
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% |