VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 429 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.8%.
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 | 3,778,515 | $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% |