VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 13 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $451,758 | -10.5% | 1,991 | -7.2% | 0.29% | -5.8% |
| Q2 2023 | $504,997 | +7.1% | 2,146 | -6.9% | 0.31% | +1.3% |
| Q1 2023 | $471,600 | -50.4% | 2,306 | -58.2% | 0.30% | -52.0% |
| Q4 2022 | $950,343 | -55.6% | 5,523 | -55.0% | 0.63% | -57.7% |
| Q3 2022 | $2,141,000 | -47.5% | 12,283 | -45.3% | 1.50% | -45.9% |
| Q2 2022 | $4,078,000 | -23.1% | 22,447 | -0.4% | 2.77% | -6.8% |
| Q1 2022 | $5,303,000 | -0.9% | 22,528 | -2.6% | 2.97% | +5.8% |
| Q4 2021 | $5,349,000 | -7.8% | 23,125 | +2.4% | 2.81% | -1.1% |
| Q3 2021 | $5,802,000 | +8.9% | 22,594 | +0.9% | 2.84% | +0.5% |
| Q2 2021 | $5,326,000 | -8.6% | 22,385 | -15.6% | 2.82% | -17.1% |
| Q1 2021 | $5,830,000 | +5.4% | 26,517 | -2.3% | 3.41% | -2.7% |
| Q4 2020 | $5,529,000 | +11.2% | 27,136 | +4.8% | 3.50% | -2.0% |
| Q3 2020 | $4,970,000 | +19.0% | 25,888 | +3.1% | 3.57% | +0.5% |
| Q2 2020 | $4,176,000 | +28.8% | 25,109 | +4.0% | 3.56% | +10.0% |
| Q1 2020 | $3,243,000 | -6.8% | 24,138 | +1.1% | 3.23% | +2.8% |
| Q4 2019 | $3,479,000 | – | 23,886 | – | 3.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 3,778,515 | $857,345,064 | 35.83% |
| Erickson Financial Group, LLC | 89,445 | $20,295,070 | 18.98% |
| Zeit Capital LLC | 79,675 | $18,078,218 | 16.76% |
| BHK Investment Advisors, LLC | 108,511 | $24,621,150 | 11.32% |
| FC Advisory LLC | 116,993 | $26,545,681 | 11.17% |
| Portfolio Strategies, Inc. | 255,307 | $57,927,951 | 11.16% |
| Greytown Advisors Inc. | 88,542 | $20,090,204 | 11.12% |
| Bernardo Wealth Planning LLC | 122,375 | $27,766,862 | 10.98% |
| ANGELES WEALTH MANAGEMENT, LLC | 335,017 | $76,015,273 | 10.74% |
| Kensington Asset Management, LLC | 426,000 | $96,659,400 | 10.06% |