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 | $390,041 | +3.6% | 1,719 | +6.6% | 0.18% | +3.4% |
| Q2 2023 | $376,426 | -82.6% | 1,613 | -84.8% | 0.18% | -83.4% |
| Q1 2023 | $2,165,000 | +10.0% | 10,586 | -7.5% | 1.07% | +5.1% |
| Q4 2022 | $1,968,335 | -2.5% | 11,439 | -1.2% | 1.02% | -11.6% |
| Q3 2022 | $2,018,000 | +4.7% | 11,577 | +9.1% | 1.15% | +9.3% |
| Q2 2022 | $1,928,000 | -20.8% | 10,614 | +2.7% | 1.05% | -10.1% |
| Q1 2022 | $2,433,000 | -0.5% | 10,334 | +10.3% | 1.17% | +8.9% |
| Q4 2021 | $2,444,000 | +21.7% | 9,371 | +9.5% | 1.07% | +17.9% |
| Q3 2021 | $2,009,000 | +14.3% | 8,557 | +12.6% | 0.91% | +25.8% |
| Q2 2021 | $1,758,000 | +32.9% | 7,598 | +17.0% | 0.72% | +12.1% |
| Q4 2020 | $1,323,000 | +70.1% | 6,495 | +54.8% | 0.65% | +35.4% |
| Q3 2020 | $778,000 | +21.8% | 4,197 | +7.3% | 0.48% | +6.2% |
| Q2 2020 | $639,000 | +44.6% | 3,911 | +12.4% | 0.45% | +11.7% |
| Q1 2020 | $442,000 | – | 3,478 | – | 0.40% | – |
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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% |