VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 528 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.
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 | 3,778,515 | $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% |