VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 13 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
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 | 3,778,515 | $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% |