VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 565 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,042,100 | -3.6% | 9,000 | 0.0% | 1.22% | -3.1% |
| Q2 2023 | $2,117,880 | +15.1% | 9,000 | 0.0% | 1.26% | +6.6% |
| Q1 2023 | $1,840,590 | +18.9% | 9,000 | 0.0% | 1.18% | +10.7% |
| Q4 2022 | $1,548,630 | -1.3% | 9,000 | 0.0% | 1.06% | -11.0% |
| Q3 2022 | $1,569,000 | -4.0% | 9,000 | 0.0% | 1.20% | +0.7% |
| Q2 2022 | $1,635,000 | -22.8% | 9,000 | 0.0% | 1.19% | -10.8% |
| Q1 2022 | $2,119,000 | -9.7% | 9,000 | 0.0% | 1.33% | -11.0% |
| Q4 2021 | $2,347,000 | +11.1% | 9,000 | 0.0% | 1.49% | +0.2% |
| Q3 2021 | $2,113,000 | +1.5% | 9,000 | 0.0% | 1.49% | -0.7% |
| Q2 2021 | $2,082,000 | +11.7% | 9,000 | 0.0% | 1.50% | -10.5% |
| Q1 2021 | $1,864,000 | +1.6% | 9,000 | 0.0% | 1.68% | -7.4% |
| Q4 2020 | $1,834,000 | – | 9,000 | – | 1.81% | – |
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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% |