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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,049,199 | +12.2% | 4,043 | -1.9% | 0.59% | -2.5% |
| Q3 2023 | $935,509 | +3.2% | 4,123 | +7.0% | 0.60% | +12.1% |
| Q2 2023 | $906,453 | +14.8% | 3,852 | -0.3% | 0.54% | -3.8% |
| Q1 2023 | $789,818 | +100130.7% | 3,862 | -15.7% | 0.56% | -6.7% |
| Q4 2022 | $788 | -99.9% | 4,581 | -2.4% | 0.60% | +7.7% |
| Q3 2022 | $818,000 | -6.1% | 4,695 | -2.1% | 0.56% | -5.8% |
| Q2 2022 | $871,000 | -14.4% | 4,795 | +11.0% | 0.59% | +12.4% |
| Q1 2022 | $1,017,000 | -8.7% | 4,319 | +1.1% | 0.52% | -6.7% |
| Q4 2021 | $1,114,000 | +63.8% | 4,274 | +47.6% | 0.56% | +41.1% |
| Q3 2021 | $680,000 | +2.3% | 2,896 | +0.7% | 0.40% | +1.3% |
| Q2 2021 | $665,000 | +8.5% | 2,876 | -2.8% | 0.39% | -3.9% |
| Q1 2021 | $613,000 | +1.7% | 2,959 | 0.0% | 0.41% | +6.8% |
| Q4 2020 | $603,000 | – | 2,959 | – | 0.38% | – |
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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% |