VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,810,851 | -8.3% | 12,388 | -4.9% | 2.18% | -3.7% |
| Q2 2023 | $3,063,835 | +14.3% | 13,020 | -0.7% | 2.26% | +4.7% |
| Q1 2023 | $2,680,923 | +17.3% | 13,109 | -1.3% | 2.16% | +11.2% |
| Q4 2022 | $2,285,441 | -5.2% | 13,282 | -4.0% | 1.94% | -21.8% |
| Q3 2022 | $2,412,000 | -4.2% | 13,837 | -0.1% | 2.48% | +1.1% |
| Q2 2022 | $2,517,000 | -23.3% | 13,854 | -0.6% | 2.45% | -12.2% |
| Q1 2022 | $3,281,000 | -16.4% | 13,936 | -7.4% | 2.79% | +2.5% |
| Q4 2021 | $3,925,000 | +7.7% | 15,053 | -3.0% | 2.73% | +6.5% |
| Q3 2021 | $3,643,000 | -3.4% | 15,514 | -4.8% | 2.56% | -4.1% |
| Q2 2021 | $3,771,000 | +10.6% | 16,297 | -1.1% | 2.67% | +2.3% |
| Q1 2021 | $3,410,000 | -13.3% | 16,470 | -14.6% | 2.61% | -25.5% |
| Q4 2020 | $3,931,000 | +6.5% | 19,294 | -3.1% | 3.50% | -6.3% |
| Q3 2020 | $3,690,000 | +11.6% | 19,901 | -1.6% | 3.74% | +3.2% |
| Q2 2020 | $3,307,000 | +9.2% | 20,227 | -15.1% | 3.62% | -2.1% |
| Q1 2020 | $3,028,000 | -17.1% | 23,829 | -5.0% | 3.70% | -2.5% |
| Q4 2019 | $3,654,000 | – | 25,082 | – | 3.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 3,626,424 | $623,998,723 | 28.82% |
| Erickson Financial Group, LLC | 93,707 | $16,124,163 | 17.45% |
| Zeit Capital LLC | 65,272 | $11,231,403 | 10.91% |
| Greytown Advisors Inc. | 106,758 | $18,369,926 | 9.98% |
| Bernardo Wealth Planning LLC | 123,532 | $21,256,182 | 9.94% |
| BHK Investment Advisors, LLC | 98,536 | $16,955,086 | 9.54% |
| FC Advisory LLC | 114,446 | $19,692,678 | 9.31% |
| Blackston Financial Advisory Group, LLC | 72,847 | $12,535 | 9.10% |
| ANGELES WEALTH MANAGEMENT, LLC | 280,422 | $48,252,149 | 8.44% |
| Tower Wealth Partners, Inc. | 54,227 | $9,330,840 | 8.13% |