VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 574 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $666,458 | +23.7% | 2,048 | +1.8% | 0.16% | +1.9% |
| Q1 2024 | $538,900 | +20.1% | 2,012 | +17.0% | 0.16% | +12.1% |
| Q4 2023 | $448,831 | +10.6% | 1,719 | -0.6% | 0.14% | +10.2% |
| 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 ↓ |
|---|---|---|---|
| Erickson Financial Group, LLC | 119,456 | $21,704,000 | 23.25% |
| Tower Wealth Partners, Inc. | 56,363 | $10,241,000 | 13.61% |
| Zeit Capital LLC | 76,404 | $13,883,000 | 13.34% |
| Bernardo Wealth Planning LLC | 120,738 | $21,937,000 | 12.53% |
| Greytown Advisors Inc. | 96,310 | $17,498,000 | 9.92% |
| Blackston Financial Advisory Group, LLC | 78,261 | $14,995,000 | 9.80% |
| FC Advisory LLC | 111,649 | $20,285,000 | 9.71% |
| ANGELES WEALTH MANAGEMENT, LLC | 263,936 | $47,954,000 | 9.58% |
| BHK Investment Advisors, LLC | 114,827 | $20,863,000 | 9.38% |
| Black Diamond Financial, LLC | 117,956 | $21,525,000 | 8.48% |