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 | $406,297 | -23.3% | 1,293 | -30.0% | 0.01% | -29.4% |
| Q1 2024 | $529,677 | +22.8% | 1,848 | +11.2% | 0.02% | +21.4% |
| Q4 2023 | $431,306 | +14.4% | 1,662 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $377,108 | -8.4% | 1,662 | -5.0% | 0.01% | -6.7% |
| Q2 2023 | $411,575 | +15.1% | 1,749 | 0.0% | 0.02% | +15.4% |
| Q1 2023 | $357,688 | +18.9% | 1,749 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $300,950 | -10.4% | 1,749 | -9.2% | 0.01% | -13.3% |
| Q3 2022 | $336,000 | -4.0% | 1,927 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $350,000 | +69.9% | 1,927 | +120.5% | 0.02% | +114.3% |
| Q1 2022 | $206,000 | – | 874 | – | 0.01% | – |
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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% |