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 | $1,426,499 | -4.0% | 6,287 | -0.5% | 0.20% | -1.9% |
| Q2 2023 | $1,486,213 | +11.4% | 6,316 | -3.2% | 0.21% | +6.7% |
| Q1 2023 | $1,334,561 | +21.2% | 6,526 | +2.0% | 0.19% | +12.8% |
| Q4 2022 | $1,100,831 | -0.5% | 6,398 | +0.9% | 0.17% | -14.0% |
| Q3 2022 | $1,106,000 | 0.0% | 6,344 | +4.2% | 0.20% | +3.6% |
| Q2 2022 | $1,106,000 | -3.3% | 6,086 | +10.2% | 0.19% | -11.1% |
| Q1 2022 | $1,144,000 | -28.1% | 5,522 | -9.5% | 0.22% | -9.6% |
| Q4 2021 | $1,591,000 | +21.1% | 6,102 | +9.1% | 0.24% | +12.1% |
| Q3 2021 | $1,314,000 | -2.2% | 5,594 | -3.7% | 0.21% | -4.9% |
| Q2 2021 | $1,344,000 | +15.8% | 5,811 | +5.2% | 0.22% | +3.2% |
| Q1 2021 | $1,161,000 | +81.4% | 5,522 | +75.5% | 0.22% | +61.5% |
| Q4 2020 | $640,000 | +62.0% | 3,146 | +47.9% | 0.14% | +20.5% |
| Q3 2020 | $395,000 | – | 2,127 | – | 0.11% | – |
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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% |