VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 663 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is 5.84 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,391,255 | +8.6% | 10,793 | -1.0% | 1.70% | +6.6% |
| Q1 2024 | $3,123,271 | +7.3% | 10,897 | -2.8% | 1.60% | -3.7% |
| Q4 2023 | $2,910,219 | +3.5% | 11,214 | -9.5% | 1.66% | -23.7% |
| 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 ↓ |
|---|---|---|---|
| Erickson Financial Group, LLC | 119,456 | $21,704,000 | 23.25% |
| Tower Wealth Partners, Inc. | 56,363 | $10,241,000 | 13.61% |
| Zeit Capital LLC | 76,404 | $13,883,000 | 13.34% |
| Bernardo Wealth Planning LLC | 120,738 | $21,937,000 | 12.53% |
| Greytown Advisors Inc. | 96,310 | $17,498,000 | 9.92% |
| Blackston Financial Advisory Group, LLC | 78,261 | $14,995,000 | 9.80% |
| FC Advisory LLC | 111,649 | $20,285,000 | 9.71% |
| ANGELES WEALTH MANAGEMENT, LLC | 263,936 | $47,954,000 | 9.58% |
| BHK Investment Advisors, LLC | 114,827 | $20,863,000 | 9.38% |
| Black Diamond Financial, LLC | 117,956 | $21,525,000 | 8.48% |