VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 574 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $632,819 | +9.4% | 2,014 | -0.2% | 0.08% | +9.5% |
| Q1 2024 | $578,666 | +4.0% | 2,019 | -5.8% | 0.07% | -1.3% |
| Q4 2023 | $556,389 | +10.0% | 2,144 | -3.8% | 0.08% | -1.3% |
| Q3 2023 | $505,760 | -5.3% | 2,229 | -1.8% | 0.08% | -1.3% |
| Q2 2023 | $533,941 | +0.5% | 2,269 | -12.7% | 0.08% | -7.2% |
| Q1 2023 | $531,521 | +13.4% | 2,599 | -4.6% | 0.08% | +7.8% |
| Q4 2022 | $468,719 | -1.3% | 2,724 | 0.0% | 0.08% | -8.3% |
| Q3 2022 | $475,000 | -6.9% | 2,724 | -3.0% | 0.08% | -3.4% |
| Q2 2022 | $510,000 | -20.4% | 2,808 | +3.1% | 0.09% | -11.2% |
| Q1 2022 | $641,000 | -11.2% | 2,724 | -1.7% | 0.10% | -10.1% |
| Q4 2021 | $722,000 | +11.1% | 2,770 | 0.0% | 0.11% | +2.8% |
| Q3 2021 | $650,000 | -1.7% | 2,770 | -3.0% | 0.11% | 0.0% |
| Q2 2021 | $661,000 | +11.8% | 2,855 | 0.0% | 0.11% | +5.0% |
| Q1 2021 | $591,000 | 0.0% | 2,855 | -1.6% | 0.10% | -6.5% |
| Q4 2020 | $591,000 | – | 2,900 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Erickson Financial Group, LLC | 119,456 | $21,704,000 | 23.25% |
| Tower Wealth Partners, Inc. | 56,363 | $10,241,000 | 13.61% |
| Zeit Capital LLC | 76,404 | $13,883,000 | 13.34% |
| Bernardo Wealth Planning LLC | 120,738 | $21,937,000 | 12.53% |
| Greytown Advisors Inc. | 96,310 | $17,498,000 | 9.92% |
| Blackston Financial Advisory Group, LLC | 78,261 | $14,995,000 | 9.80% |
| FC Advisory LLC | 111,649 | $20,285,000 | 9.71% |
| ANGELES WEALTH MANAGEMENT, LLC | 263,936 | $47,954,000 | 9.58% |
| BHK Investment Advisors, LLC | 114,827 | $20,863,000 | 9.38% |
| Black Diamond Financial, LLC | 117,956 | $21,525,000 | 8.48% |