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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $53,991 | -0.1% | 264 | -15.9% | 0.02% | -15.4% |
| Q4 2022 | $54,030 | -28.9% | 314 | -24.2% | 0.03% | -36.6% |
| Q3 2022 | $76,000 | -2.6% | 414 | 0.0% | 0.04% | -8.9% |
| Q2 2022 | $78,000 | -34.5% | 414 | -18.3% | 0.04% | -26.2% |
| Q1 2022 | $119,000 | -35.3% | 507 | -28.1% | 0.06% | -32.2% |
| Q4 2021 | $184,000 | +5.7% | 705 | -4.6% | 0.09% | -19.6% |
| Q3 2021 | $174,000 | +1.8% | 739 | 0.0% | 0.11% | -0.9% |
| Q2 2021 | $171,000 | +14.8% | 739 | +2.5% | 0.11% | -6.6% |
| Q1 2021 | $149,000 | +1.4% | 721 | 0.0% | 0.12% | -11.7% |
| Q4 2020 | $147,000 | – | 721 | – | 0.14% | – |
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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% |