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 | $5,654,430 | -3.4% | 24,920 | +0.1% | 0.86% | +38.4% |
| Q2 2023 | $5,856,066 | +15.2% | 24,886 | +0.1% | 0.62% | +4.6% |
| Q1 2023 | $5,083,341 | +18.1% | 24,856 | -0.6% | 0.59% | +5.0% |
| Q4 2022 | $4,304,309 | -1.1% | 25,015 | +0.4% | 0.56% | +9.3% |
| Q3 2022 | $4,352,000 | -4.1% | 24,918 | -0.2% | 0.52% | +9.6% |
| Q2 2022 | $4,538,000 | -22.9% | 24,978 | -0.1% | 0.47% | +89.2% |
| Q1 2022 | $5,885,000 | -9.6% | 25,001 | +0.1% | 0.25% | +27.0% |
| Q4 2021 | $6,513,000 | +11.2% | 24,976 | +0.2% | 0.20% | -75.4% |
| Q3 2021 | $5,858,000 | +1.6% | 24,921 | 0.0% | 0.80% | -9.4% |
| Q2 2021 | $5,766,000 | +12.0% | 24,921 | +0.1% | 0.88% | +27.4% |
| Q1 2021 | $5,148,000 | +1.6% | 24,893 | +0.1% | 0.69% | -75.7% |
| Q4 2020 | $5,065,000 | – | 24,861 | – | 2.84% | – |
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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% |