VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $747,651 | -4.1% | 3,295 | -0.5% | 0.17% | -1.7% |
| Q2 2023 | $779,632 | +15.1% | 3,313 | 0.0% | 0.17% | +9.4% |
| Q1 2023 | $677,503 | +18.3% | 3,313 | -1.1% | 0.16% | -20.5% |
| Q4 2022 | $572,767 | +1.2% | 3,350 | +3.1% | 0.20% | -9.9% |
| Q3 2022 | $566,000 | -18.1% | 3,248 | -0.6% | 0.22% | -5.1% |
| Q2 2022 | $691,000 | +2.4% | 3,269 | +13.9% | 0.23% | +15.8% |
| Q1 2022 | $675,000 | +24.8% | 2,869 | +38.2% | 0.20% | +26.2% |
| Q4 2021 | $541,000 | -0.7% | 2,076 | -1.0% | 0.16% | -1.8% |
| Q3 2021 | $545,000 | +8.8% | 2,096 | 0.0% | 0.16% | +3.8% |
| Q2 2021 | $501,000 | -8.7% | 2,096 | -15.3% | 0.16% | -9.8% |
| Q1 2021 | $549,000 | +10.9% | 2,475 | +2.0% | 0.17% | -7.0% |
| Q4 2020 | $495,000 | – | 2,427 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 3,626,424 | $623,998,723 | 28.82% |
| Erickson Financial Group, LLC | 93,707 | $16,124,163 | 17.45% |
| Zeit Capital LLC | 65,272 | $11,231,403 | 10.91% |
| Greytown Advisors Inc. | 106,758 | $18,369,926 | 9.98% |
| Bernardo Wealth Planning LLC | 123,532 | $21,256,182 | 9.94% |
| BHK Investment Advisors, LLC | 98,536 | $16,955,086 | 9.54% |
| FC Advisory LLC | 114,446 | $19,692,678 | 9.31% |
| Blackston Financial Advisory Group, LLC | 72,847 | $12,535 | 9.10% |
| ANGELES WEALTH MANAGEMENT, LLC | 280,422 | $48,252,149 | 8.44% |
| Tower Wealth Partners, Inc. | 54,227 | $9,330,840 | 8.13% |