VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 482 filers reported holding VANGUARD WORLD FD in Q3 2022. The put-call ratio across all filers is 0.61 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,979 | +3.3% | 1,730 | +5.8% | 0.13% | +3.3% |
| Q2 2023 | $392,989 | +14.9% | 1,635 | -3.0% | 0.12% | +4.2% |
| Q1 2023 | $342,089 | +2.0% | 1,685 | -11.7% | 0.12% | -4.1% |
| Q4 2022 | $335,484 | -23.2% | 1,908 | -20.3% | 0.12% | -48.3% |
| Q2 2022 | $437,000 | -18.8% | 2,393 | +4.7% | 0.24% | -1.2% |
| Q1 2022 | $538,000 | +5.9% | 2,285 | +17.3% | 0.24% | -41.9% |
| Q4 2021 | $508,000 | +14.4% | 1,948 | +3.1% | 0.42% | +7.2% |
| Q3 2021 | $444,000 | +6.7% | 1,889 | +5.1% | 0.39% | +5.7% |
| Q2 2021 | $416,000 | – | 1,798 | – | 0.37% | – |
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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% |