VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 706 filers reported holding VANGUARD WORLD FD in Q2 2024. The put-call ratio across all filers is 0.96 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $278,726 | +10.5% | 972 | 0.0% | 0.03% | -19.5% |
| Q4 2023 | $252,287 | +14.4% | 972 | 0.0% | 0.04% | -4.7% |
| Q3 2023 | $220,468 | -2.0% | 972 | +1.7% | 0.04% | -4.4% |
| Q2 2023 | $225,019 | -6.9% | 956 | -19.1% | 0.04% | -15.1% |
| Q1 2023 | $241,702 | +18.9% | 1,182 | +0.1% | 0.05% | +12.8% |
| Q4 2022 | $203,287 | -1.3% | 1,181 | +0.1% | 0.05% | -11.3% |
| Q3 2022 | $206,000 | -3.7% | 1,180 | 0.0% | 0.05% | -1.9% |
| Q2 2022 | $214,000 | -23.0% | 1,180 | 0.0% | 0.05% | -19.4% |
| Q1 2022 | $278,000 | -7.9% | 1,180 | +1.8% | 0.07% | +6.3% |
| Q4 2021 | $302,000 | +20.3% | 1,159 | +8.4% | 0.06% | +5.0% |
| Q3 2021 | $251,000 | +3.3% | 1,069 | +1.9% | 0.06% | -27.7% |
| Q2 2021 | $243,000 | +12.0% | 1,049 | +0.1% | 0.08% | +5.1% |
| Q1 2021 | $217,000 | -17.8% | 1,048 | -19.3% | 0.08% | -34.7% |
| Q4 2020 | $264,000 | – | 1,298 | – | 0.12% | – |
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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% |