VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 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 | 3,832,002 | $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% |