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 | $388,788 | -13.3% | 1,713 | -10.1% | 0.29% | -11.4% |
| Q2 2023 | $448,573 | +15.2% | 1,906 | +0.1% | 0.32% | +3.5% |
| Q1 2023 | $389,466 | +18.9% | 1,904 | 0.0% | 0.31% | +10.6% |
| Q4 2022 | $327,640 | +0.5% | 1,904 | 0.0% | 0.28% | -13.5% |
| Q3 2022 | $326,000 | -5.8% | 1,904 | +0.1% | 0.33% | -15.1% |
| Q2 2022 | $346,000 | -22.8% | 1,903 | 0.0% | 0.38% | -10.9% |
| Q1 2022 | $448,000 | -9.7% | 1,903 | 0.0% | 0.43% | -7.7% |
| Q4 2021 | $496,000 | – | 1,903 | – | 0.47% | – |
Download | ||||||
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% |