VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 528 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,728 | +6.3% | 1,462 | +10.3% | 0.46% | +9.1% |
| Q2 2023 | $312,034 | +26.1% | 1,326 | +9.6% | 0.42% | +26.0% |
| Q1 2023 | $247,457 | -71.4% | 1,210 | -75.6% | 0.33% | -75.8% |
| Q3 2022 | $866,000 | +26.2% | 4,966 | +31.5% | 1.37% | +27.3% |
| Q2 2022 | $686,000 | +182.3% | 3,777 | +305.3% | 1.07% | +243.1% |
| Q4 2021 | $243,000 | – | 932 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 3,626,424 | $623,998,723 | 28.82% |
| Erickson Financial Group, LLC | 93,707 | $16,124,163 | 17.45% |
| Zeit Capital LLC | 65,272 | $11,231,403 | 10.91% |
| Greytown Advisors Inc. | 106,758 | $18,369,926 | 9.98% |
| Bernardo Wealth Planning LLC | 123,532 | $21,256,182 | 9.94% |
| BHK Investment Advisors, LLC | 98,536 | $16,955,086 | 9.54% |
| FC Advisory LLC | 114,446 | $19,692,678 | 9.31% |
| Blackston Financial Advisory Group, LLC | 72,847 | $12,535 | 9.10% |
| ANGELES WEALTH MANAGEMENT, LLC | 280,422 | $48,252,149 | 8.44% |
| Tower Wealth Partners, Inc. | 54,227 | $9,330,840 | 8.13% |