VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 542 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,701,336 | -3.6% | 42,756 | 0.0% | 1.22% | +13.5% |
| Q2 2023 | $10,061,342 | +15.1% | 42,756 | 0.0% | 1.08% | +6.5% |
| Q1 2023 | $8,744,030 | +16.6% | 42,756 | -1.9% | 1.01% | +10.8% |
| Q4 2022 | $7,500,359 | -1.4% | 43,589 | -0.1% | 0.91% | -6.8% |
| Q3 2022 | $7,605,000 | -6.3% | 43,635 | -2.3% | 0.98% | +4.1% |
| Q2 2022 | $8,116,000 | -33.9% | 44,669 | -14.3% | 0.94% | -15.8% |
| Q1 2022 | $12,272,000 | -10.4% | 52,134 | -0.8% | 1.12% | -5.6% |
| Q4 2021 | $13,703,000 | +8.6% | 52,552 | -2.2% | 1.19% | -8.2% |
| Q3 2021 | $12,619,000 | -0.2% | 53,742 | -1.6% | 1.29% | -18.4% |
| Q2 2021 | $12,641,000 | +2.4% | 54,631 | -8.4% | 1.58% | -10.2% |
| Q1 2021 | $12,350,000 | -5.2% | 59,643 | -6.8% | 1.76% | -8.1% |
| Q4 2020 | $13,033,000 | +4.9% | 63,968 | -4.6% | 1.92% | -5.4% |
| Q3 2020 | $12,429,000 | +10.4% | 67,041 | -2.7% | 2.03% | -19.5% |
| Q2 2020 | $11,263,000 | +18.8% | 68,882 | -7.6% | 2.52% | -6.8% |
| Q1 2020 | $9,477,000 | -13.0% | 74,574 | -0.2% | 2.70% | +12.5% |
| Q4 2019 | $10,887,000 | – | 74,745 | – | 2.40% | – |
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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% |