VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $205,596 | -3.6% | 906 | 0.0% | 0.07% | -1.4% |
Q2 2023 | $213,187 | -9.7% | 906 | -33.1% | 0.07% | -35.1% |
Q3 2022 | $236,000 | 0.0% | 1,355 | +4.6% | 0.11% | +0.9% |
Q2 2022 | $236,000 | +11.3% | 1,296 | +44.2% | 0.11% | +7.6% |
Q1 2022 | $212,000 | -9.4% | 899 | 0.0% | 0.10% | -11.8% |
Q4 2021 | $234,000 | +4.5% | 899 | -5.8% | 0.12% | -14.4% |
Q3 2021 | $224,000 | +1.4% | 954 | 0.0% | 0.14% | -1.4% |
Q2 2021 | $221,000 | +8.9% | 954 | -4.4% | 0.14% | -7.8% |
Q4 2020 | $203,000 | – | 998 | – | 0.15% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Erickson Financial Group, LLC | 116,914 | $27,522,000 | 24.76% |
Zeit Capital LLC | 75,802 | $17,844,000 | 14.93% |
Bernardo Wealth Planning LLC | 117,989 | $27,774,000 | 13.79% |
FC Advisory LLC | 111,874 | $26,335,000 | 11.41% |
ANGELES WEALTH MANAGEMENT, LLC | 244,778 | $57,621,000 | 10.90% |
Blackston Financial Advisory Group, LLC | 69,828 | $16,396,000 | 10.69% |
BHK Investment Advisors, LLC | 103,702 | $24,411,000 | 10.21% |
Financial Sense Advisors, Inc. | 109,461 | $25,767,000 | 9.65% |
Pacific Center for Financial Services | 109,461 | $25,767,000 | 9.21% |
Greytown Advisors Inc. | 79,587 | $18,731,000 | 9.05% |