VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 446 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $470,374 | +27.4% | 2,237 | +8.2% | 0.10% | +15.3% |
| Q4 2022 | $369,159 | -4.1% | 2,068 | -6.4% | 0.08% | -17.5% |
| Q3 2022 | $385,000 | -36.0% | 2,210 | -33.3% | 0.10% | -19.5% |
| Q2 2022 | $602,000 | -12.4% | 3,313 | +13.5% | 0.13% | +4.1% |
| Q1 2022 | $687,000 | -9.0% | 2,918 | +0.7% | 0.12% | -6.8% |
| Q4 2021 | $755,000 | +4.1% | 2,897 | +0.1% | 0.13% | -1.5% |
| Q3 2021 | $725,000 | – | 2,894 | – | 0.13% | – |
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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% |