VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 482 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.61 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $946,414 | -4.9% | 4,171 | -1.4% | 0.28% | -1.8% |
| Q2 2023 | $995,237 | +15.2% | 4,229 | +0.1% | 0.28% | +10.2% |
| Q1 2023 | $863,905 | +19.0% | 4,224 | +0.1% | 0.26% | +6.2% |
| Q4 2022 | $725,830 | -0.8% | 4,218 | +0.4% | 0.24% | -10.7% |
| Q3 2022 | $732,000 | -4.1% | 4,202 | 0.0% | 0.27% | +1.5% |
| Q2 2022 | $763,000 | -22.8% | 4,202 | +0.1% | 0.27% | -8.6% |
| Q1 2022 | $988,000 | -15.5% | 4,196 | -6.4% | 0.29% | -10.7% |
| Q4 2021 | $1,169,000 | +11.3% | 4,483 | +0.2% | 0.33% | +3.2% |
| Q3 2021 | $1,050,000 | +1.4% | 4,473 | 0.0% | 0.32% | -2.8% |
| Q2 2021 | $1,035,000 | +222.4% | 4,473 | +77.1% | 0.32% | +109.7% |
| Q1 2021 | $321,000 | -64.7% | 2,525 | -43.4% | 0.16% | -51.1% |
| Q4 2020 | $909,000 | +10.0% | 4,462 | +0.2% | 0.32% | -2.2% |
| Q3 2020 | $826,000 | +13.6% | 4,453 | +0.2% | 0.32% | +8.0% |
| Q2 2020 | $727,000 | +126.5% | 4,446 | +76.1% | 0.30% | +93.5% |
| Q1 2020 | $321,000 | – | 2,525 | – | 0.16% | – |
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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% |