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 | $12,401,904 | -3.5% | 54,658 | +0.1% | 0.20% | -2.4% |
| Q2 2023 | $12,855,326 | +15.2% | 54,629 | +0.1% | 0.20% | +5.7% |
| Q1 2023 | $11,160,156 | +19.3% | 54,570 | +0.4% | 0.19% | +14.1% |
| Q4 2022 | $9,353,591 | -1.2% | 54,359 | +0.1% | 0.17% | -15.4% |
| Q3 2022 | $9,469,000 | -7.8% | 54,327 | -3.9% | 0.20% | -4.7% |
| Q2 2022 | $10,272,000 | -23.3% | 56,538 | -0.6% | 0.21% | -14.9% |
| Q1 2022 | $13,391,000 | -4.1% | 56,886 | +6.3% | 0.25% | -11.7% |
| Q4 2021 | $13,960,000 | – | 53,535 | – | 0.28% | – |
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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% |