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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,693,713 | +6.1% | 10,380 | -7.3% | 0.67% | -1.6% |
| Q3 2023 | $2,539,918 | -12.7% | 11,194 | -9.4% | 0.68% | -18.6% |
| Q2 2023 | $2,908,555 | +18.5% | 12,360 | +3.0% | 0.83% | +4.0% |
| Q1 2023 | $2,453,710 | +30.0% | 11,998 | +9.4% | 0.80% | +34.7% |
| Q4 2022 | $1,887,952 | +36.9% | 10,972 | +38.6% | 0.59% | +2.9% |
| Q3 2022 | $1,379,000 | +37.1% | 7,914 | +42.8% | 0.58% | +30.8% |
| Q2 2022 | $1,006,000 | -22.7% | 5,542 | +0.2% | 0.44% | -7.7% |
| Q1 2022 | $1,301,000 | +22.5% | 5,529 | +35.6% | 0.48% | +27.5% |
| Q4 2021 | $1,062,000 | +23.5% | 4,076 | +11.2% | 0.38% | +10.0% |
| Q3 2021 | $860,000 | -3.2% | 3,665 | -4.6% | 0.34% | -0.6% |
| Q2 2021 | $888,000 | +31.6% | 3,842 | +17.8% | 0.34% | +22.5% |
| Q1 2021 | $675,000 | – | 3,262 | – | 0.28% | – |
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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% |