VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 663 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is 5.84 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% | – |
Download |
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% |