VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 483 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $548,190 | -4.2% | 2,416 | -0.7% | 0.25% | -2.0% |
| Q2 2023 | $572,298 | +15.1% | 2,432 | 0.0% | 0.25% | +11.0% |
| Q1 2023 | $497,368 | +17.6% | 2,432 | -1.0% | 0.23% | +5.6% |
| Q4 2022 | $422,776 | -23.3% | 2,457 | -22.3% | 0.22% | -31.6% |
| Q3 2022 | $551,000 | -13.1% | 3,162 | -9.4% | 0.32% | -11.0% |
| Q2 2022 | $634,000 | -21.3% | 3,491 | +1.9% | 0.36% | -9.2% |
| Q1 2022 | $806,000 | -2.9% | 3,426 | +7.6% | 0.39% | -2.2% |
| Q4 2021 | $830,000 | +19.4% | 3,184 | +7.6% | 0.40% | +5.8% |
| Q3 2021 | $695,000 | +3.3% | 2,959 | +1.7% | 0.38% | -0.3% |
| Q2 2021 | $673,000 | +23.7% | 2,909 | +10.7% | 0.38% | +13.5% |
| Q1 2021 | $544,000 | +37.4% | 2,628 | +35.3% | 0.33% | +35.2% |
| Q4 2020 | $396,000 | +222.0% | 1,943 | +192.2% | 0.25% | +247.9% |
| Q3 2020 | $123,000 | – | 665 | – | 0.07% | – |
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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% |