VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,700,162 | -1.7% | 7,493 | +2.0% | 0.10% | +3.2% |
| Q2 2023 | $1,729,131 | +15.1% | 7,348 | 0.0% | 0.10% | +9.2% |
| Q1 2023 | $1,502,739 | +18.9% | 7,348 | 0.0% | 0.09% | +13.0% |
| Q4 2022 | $1,264,370 | +16.0% | 7,348 | +17.5% | 0.08% | +4.1% |
| Q3 2022 | $1,090,000 | -3.7% | 6,256 | +0.4% | 0.07% | +2.8% |
| Q2 2022 | $1,132,000 | -2.4% | 6,231 | +26.5% | 0.07% | +12.5% |
| Q1 2022 | $1,160,000 | -9.7% | 4,926 | 0.0% | 0.06% | -4.5% |
| Q4 2021 | $1,285,000 | -44.7% | 4,926 | -50.2% | 0.07% | -48.5% |
| Q3 2021 | $2,322,000 | +1.4% | 9,891 | 0.0% | 0.13% | +1.6% |
| Q2 2021 | $2,289,000 | +11.8% | 9,891 | 0.0% | 0.13% | +4.1% |
| Q1 2021 | $2,048,000 | -10.1% | 9,891 | -11.5% | 0.12% | -16.3% |
| Q4 2020 | $2,277,000 | +23.7% | 11,175 | +12.5% | 0.15% | +9.7% |
| Q3 2020 | $1,841,000 | +13.4% | 9,930 | 0.0% | 0.13% | +8.1% |
| Q2 2020 | $1,624,000 | +19.9% | 9,930 | -6.8% | 0.12% | +5.1% |
| Q1 2020 | $1,354,000 | -28.5% | 10,655 | -18.0% | 0.12% | -9.2% |
| Q4 2019 | $1,894,000 | +9.8% | 13,000 | 0.0% | 0.13% | +1.6% |
| Q3 2019 | $1,725,000 | +2.5% | 13,000 | 0.0% | 0.13% | +2.4% |
| Q2 2019 | $1,683,000 | +5.9% | 13,000 | +1.8% | 0.12% | +3.3% |
| Q1 2019 | $1,589,000 | +16.2% | 12,775 | 0.0% | 0.12% | +2.5% |
| Q4 2018 | $1,367,000 | -18.2% | 12,775 | -2.0% | 0.12% | -8.5% |
| Q3 2018 | $1,671,000 | +5.7% | 13,040 | -1.9% | 0.13% | -1.5% |
| Q2 2018 | $1,581,000 | +7.4% | 13,290 | +1.3% | 0.13% | +6.5% |
| Q1 2018 | $1,472,000 | – | 13,115 | – | 0.12% | – |
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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% |