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 | $2,576,703 | -6.5% | 11,356 | -3.0% | 1.12% | -3.8% |
| Q2 2023 | $2,756,135 | +12.3% | 11,712 | -2.4% | 1.16% | +3.5% |
| Q1 2023 | $2,454,239 | +16.9% | 12,001 | -1.6% | 1.12% | +6.2% |
| Q4 2022 | $2,098,871 | +15.8% | 12,198 | +17.3% | 1.06% | +6.7% |
| Q3 2022 | $1,812,000 | -1.2% | 10,396 | +3.0% | 0.99% | +6.9% |
| Q2 2022 | $1,834,000 | -10.6% | 10,092 | +15.8% | 0.92% | +6.8% |
| Q1 2022 | $2,052,000 | -3.4% | 8,716 | +7.0% | 0.87% | -0.1% |
| Q4 2021 | $2,125,000 | – | 8,149 | – | 0.87% | – |
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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% |