VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 265 filers reported holding VANGUARD WORLD FD in Q4 2019. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,653,213 | -3.8% | 130,688 | -0.2% | 7.24% | -2.8% |
| Q2 2023 | $30,809,608 | +17.9% | 130,926 | +2.4% | 7.44% | +11.3% |
| Q1 2023 | $26,138,251 | +29.9% | 127,809 | +9.3% | 6.69% | +21.1% |
| Q4 2022 | $20,121,028 | +11.0% | 116,935 | +12.4% | 5.53% | -11.7% |
| Q3 2022 | $18,130,000 | -13.6% | 104,020 | -9.9% | 6.26% | +15.1% |
| Q2 2022 | $20,976,000 | -19.1% | 115,448 | +4.8% | 5.44% | -19.5% |
| Q1 2022 | $25,933,000 | +0.3% | 110,166 | +11.1% | 6.76% | -2.3% |
| Q4 2021 | $25,867,000 | +12.2% | 99,199 | +1.0% | 6.92% | +3.7% |
| Q3 2021 | $23,051,000 | +6.3% | 98,173 | +4.8% | 6.67% | +4.5% |
| Q2 2021 | $21,681,000 | +19.5% | 93,705 | +7.0% | 6.38% | +18.3% |
| Q1 2021 | $18,136,000 | +12.8% | 87,582 | +2.1% | 5.40% | +5.0% |
| Q4 2020 | $16,078,000 | -0.1% | 85,794 | -1.2% | 5.14% | -9.5% |
| Q3 2020 | $16,096,000 | +14.1% | 86,816 | +0.6% | 5.68% | -2.3% |
| Q2 2020 | $14,109,000 | +45.4% | 86,289 | +13.0% | 5.81% | +12.3% |
| Q1 2020 | $9,706,000 | -0.5% | 76,374 | +14.0% | 5.18% | +10.2% |
| Q4 2019 | $9,756,000 | – | 66,976 | – | 4.70% | – |
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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% |