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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $448,000 | +14.6% | 1,726 | +0.2% | 0.17% | -1.8% |
| Q3 2023 | $391,000 | -3.5% | 1,722 | +0.1% | 0.17% | 0.0% |
| Q2 2023 | $405,000 | -2.4% | 1,721 | -15.1% | 0.17% | +0.6% |
| Q1 2023 | $415,000 | +15.2% | 2,027 | -3.2% | 0.17% | +12.6% |
| Q4 2022 | $360,162 | -2.7% | 2,093 | -1.5% | 0.15% | +6.3% |
| Q3 2022 | $370,000 | -4.1% | 2,124 | 0.0% | 0.14% | -22.0% |
| Q2 2022 | $386,000 | -22.8% | 2,124 | +0.0% | 0.18% | -14.6% |
| Q1 2022 | $500,000 | -9.6% | 2,123 | +0.0% | 0.21% | -5.8% |
| Q4 2021 | $553,000 | +11.0% | 2,122 | +0.0% | 0.23% | +3.7% |
| Q3 2021 | $498,000 | -5.1% | 2,121 | -6.6% | 0.22% | -6.4% |
| Q2 2021 | $525,000 | +3.6% | 2,271 | -7.3% | 0.23% | +1.3% |
| Q1 2021 | $507,000 | +4.3% | 2,451 | +2.7% | 0.23% | +5.5% |
| Q4 2020 | $486,000 | +7.5% | 2,387 | -2.2% | 0.22% | -1.8% |
| Q3 2020 | $452,000 | +3.7% | 2,440 | -8.5% | 0.22% | -2.6% |
| Q2 2020 | $436,000 | +15.6% | 2,666 | -10.2% | 0.23% | -6.9% |
| Q1 2020 | $377,000 | -19.1% | 2,969 | -7.1% | 0.24% | +2.1% |
| Q4 2019 | $466,000 | – | 3,197 | – | 0.24% | – |
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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% |