VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 566 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,727 | -3.6% | 1,343 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $316,035 | +15.1% | 1,343 | 0.0% | 0.03% | +8.0% |
| Q1 2023 | $274,657 | +16.9% | 1,343 | +34.3% | 0.02% | +25.0% |
| Q1 2022 | $235,000 | -10.0% | 1,000 | 0.0% | 0.02% | +17.6% |
| Q4 2021 | $261,000 | +11.1% | 1,000 | 0.0% | 0.02% | +6.2% |
| Q3 2021 | $235,000 | +1.7% | 1,000 | 0.0% | 0.02% | +6.7% |
| Q2 2021 | $231,000 | +11.6% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $207,000 | +1.5% | 1,000 | 0.0% | 0.02% | -6.2% |
| Q4 2020 | $204,000 | – | 1,000 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Erickson Financial Group, LLC | 116,914 | $27,522,000 | 24.76% |
| Zeit Capital LLC | 75,802 | $17,844,000 | 14.93% |
| Bernardo Wealth Planning LLC | 117,989 | $27,774,000 | 13.79% |
| FC Advisory LLC | 111,874 | $26,335,000 | 11.41% |
| ANGELES WEALTH MANAGEMENT, LLC | 244,778 | $57,621,000 | 10.90% |
| Blackston Financial Advisory Group, LLC | 69,828 | $16,396,000 | 10.69% |
| BHK Investment Advisors, LLC | 103,702 | $24,411,000 | 10.21% |
| Financial Sense Advisors, Inc. | 109,461 | $25,767,000 | 9.65% |
| Pacific Center for Financial Services | 109,461 | $25,767,000 | 9.21% |
| Greytown Advisors Inc. | 79,587 | $18,731,000 | 9.05% |