VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 13 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,636,604 | -5.4% | 7,213 | -1.9% | 1.64% | -7.1% |
| Q2 2023 | $1,729,960 | +14.9% | 7,352 | -0.1% | 1.76% | +16.3% |
| Q1 2023 | $1,505,460 | -13.5% | 7,361 | -27.2% | 1.52% | -20.8% |
| Q4 2022 | $1,740,742 | -22.1% | 10,117 | -21.1% | 1.92% | -26.2% |
| Q3 2022 | $2,235,000 | -60.4% | 12,827 | -58.7% | 2.59% | -59.9% |
| Q2 2022 | $5,640,000 | -39.8% | 31,047 | -22.0% | 6.48% | -26.6% |
| Q1 2022 | $9,367,000 | -24.4% | 39,795 | -16.2% | 8.82% | -18.9% |
| Q4 2021 | $12,385,000 | – | 47,496 | – | 10.88% | – |
Download | ||||||
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% |