VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $988,830 | -3.6% | 4,358 | -0.0% | 0.42% | +0.2% |
| Q2 2023 | $1,025,995 | +14.4% | 4,360 | -0.6% | 0.42% | +7.2% |
| Q1 2023 | $896,776 | +15.2% | 4,385 | -3.1% | 0.39% | +8.6% |
| Q4 2022 | $778,445 | -8.8% | 4,524 | -7.7% | 0.36% | -18.2% |
| Q3 2022 | $854,021 | -16.0% | 4,900 | -12.4% | 0.44% | -13.4% |
| Q2 2022 | $1,016,737 | -16.3% | 5,596 | +8.4% | 0.51% | -3.1% |
| Q1 2022 | $1,214,664 | +9.1% | 5,160 | +20.8% | 0.52% | +17.0% |
| Q4 2021 | $1,113,706 | – | 4,271 | – | 0.45% | – |
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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% |