VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 565 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,889,280 | -9.2% | 25,956 | -5.8% | 6.10% | -8.9% |
| Q2 2023 | $6,485,135 | +12.9% | 27,559 | -1.9% | 6.69% | +5.1% |
| Q1 2023 | $5,745,290 | +8.6% | 28,093 | -8.6% | 6.37% | +11.9% |
| Q4 2022 | $5,289,821 | -2.6% | 30,743 | -1.4% | 5.69% | -18.1% |
| Q3 2022 | $5,433,000 | -3.4% | 31,170 | +0.7% | 6.95% | +2.5% |
| Q2 2022 | $5,622,000 | -23.4% | 30,941 | -0.8% | 6.78% | -7.6% |
| Q1 2022 | $7,343,000 | -27.1% | 31,195 | -19.2% | 7.34% | -10.4% |
| Q4 2021 | $10,073,000 | – | 38,629 | – | 8.19% | – |
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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% |