VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 406 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $748,672 | -9.4% | 3,300 | -6.0% | 0.08% | -26.0% |
| Q2 2023 | $826,553 | +11.1% | 3,512 | -3.5% | 0.10% | -16.1% |
| Q1 2023 | $744,081 | +16.1% | 3,638 | -2.3% | 0.12% | +6.0% |
| Q4 2022 | $640,830 | +1.7% | 3,724 | +3.0% | 0.12% | -24.0% |
| Q3 2022 | $630,000 | -4.4% | 3,615 | -0.3% | 0.15% | +6.2% |
| Q2 2022 | $659,000 | -18.7% | 3,627 | +5.3% | 0.14% | -13.2% |
| Q1 2022 | $811,000 | -12.1% | 3,445 | -2.6% | 0.17% | -15.2% |
| Q4 2021 | $923,000 | +2.6% | 3,538 | -7.6% | 0.20% | -14.0% |
| Q3 2021 | $900,000 | -9.2% | 3,831 | -10.6% | 0.23% | -15.2% |
| Q2 2021 | $991,000 | +15.9% | 4,285 | +3.8% | 0.27% | -29.3% |
| Q1 2021 | $855,000 | -62.4% | 4,130 | -63.0% | 0.38% | -65.5% |
| Q4 2020 | $2,271,000 | +12.9% | 11,148 | +2.7% | 1.11% | -0.9% |
| Q3 2020 | $2,012,000 | +6.7% | 10,850 | -5.9% | 1.12% | +11.7% |
| Q2 2020 | $1,885,000 | +30.3% | 11,527 | +1.2% | 1.00% | +3.8% |
| Q1 2020 | $1,447,000 | – | 11,390 | – | 0.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 3,832,002 | $783,682,678 | 33.43% |
| Erickson Financial Group, LLC | 93,977 | $19,219,236 | 19.06% |
| Zeit Capital LLC | 80,608 | $16,485,108 | 15.25% |
| Greytown Advisors Inc. | 108,279 | $22,144,250 | 11.45% |
| BHK Investment Advisors, LLC | 123,312 | $25,218,473 | 11.02% |
| Bernardo Wealth Planning LLC | 125,340 | $25,633,351 | 11.00% |
| FC Advisory LLC | 115,165 | $23,552,326 | 10.41% |
| Kensington Asset Management, LLC | 460,700 | $94,217,757 | 9.83% |
| Blackston Financial Advisory Group, LLC | 63,926 | $13,073 | 9.77% |
| Tower Wealth Partners, Inc. | 54,773 | $11,201,626 | 9.36% |