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 | $224,598,046 | -7.0% | 989,855 | -3.6% | 4.53% | -5.2% |
Q2 2023 | $241,621,386 | +6.5% | 1,026,778 | -7.4% | 4.78% | +0.2% |
Q1 2023 | $226,887,528 | +16.4% | 1,109,421 | -2.0% | 4.77% | +8.2% |
Q4 2022 | $194,842,619 | +9.3% | 1,132,345 | +10.7% | 4.41% | +0.3% |
Q3 2022 | $178,293,000 | -8.7% | 1,022,971 | -4.8% | 4.40% | -3.8% |
Q2 2022 | $195,220,000 | -15.5% | 1,074,461 | +9.5% | 4.57% | -4.3% |
Q1 2022 | $231,014,000 | -4.7% | 981,366 | +5.5% | 4.77% | -2.3% |
Q4 2021 | $242,488,000 | +9.9% | 929,927 | -1.1% | 4.89% | +0.9% |
Q3 2021 | $220,685,000 | -5.6% | 939,885 | -7.0% | 4.85% | -3.3% |
Q2 2021 | $233,737,000 | +16.9% | 1,010,189 | +4.6% | 5.01% | +1.6% |
Q1 2021 | $199,924,000 | +4.3% | 965,492 | +2.6% | 4.93% | -2.7% |
Q4 2020 | $191,770,000 | +10.2% | 941,202 | +0.2% | 5.07% | -2.0% |
Q3 2020 | $174,069,000 | +10.7% | 938,879 | -2.4% | 5.17% | +3.0% |
Q2 2020 | $157,214,000 | +27.5% | 961,493 | -0.9% | 5.02% | +8.5% |
Q1 2020 | $123,291,000 | -21.1% | 970,186 | -9.5% | 4.63% | -8.4% |
Q4 2019 | $156,214,000 | +14.0% | 1,072,450 | +3.8% | 5.05% | -0.2% |
Q3 2019 | $137,071,000 | +0.9% | 1,033,251 | -1.5% | 5.06% | -3.9% |
Q2 2019 | $135,827,000 | +6.5% | 1,049,021 | +2.3% | 5.26% | -0.4% |
Q1 2019 | $127,544,000 | +9.8% | 1,025,679 | -5.6% | 5.29% | -0.9% |
Q4 2018 | $116,211,000 | -10.6% | 1,085,986 | +7.0% | 5.34% | +21.0% |
Q3 2018 | $130,038,000 | +10.8% | 1,014,574 | +2.8% | 4.41% | +2.7% |
Q2 2018 | $117,384,000 | +17.2% | 986,674 | +10.6% | 4.30% | +16.5% |
Q1 2018 | $100,155,000 | +29.6% | 892,325 | +28.5% | 3.69% | +56.9% |
Q4 2017 | $77,302,000 | +15.0% | 694,348 | +8.2% | 2.35% | -16.7% |
Q3 2017 | $67,205,000 | +8.4% | 641,753 | +3.6% | 2.82% | -2.8% |
Q2 2017 | $61,987,000 | +11.0% | 619,498 | +6.2% | 2.90% | +1.1% |
Q1 2017 | $55,830,000 | +10.4% | 583,328 | +0.5% | 2.87% | +3.3% |
Q4 2016 | $50,560,000 | +8.0% | 580,416 | +8.5% | 2.78% | +5.4% |
Q3 2016 | $46,794,000 | +9.1% | 534,914 | +4.1% | 2.64% | +4.1% |
Q2 2016 | $42,873,000 | +6.0% | 513,695 | +5.5% | 2.54% | -10.9% |
Q1 2016 | $40,462,000 | +3.1% | 486,736 | +3.0% | 2.85% | -7.1% |
Q4 2015 | $39,232,000 | +9.3% | 472,449 | +2.3% | 3.06% | +10.9% |
Q3 2015 | $35,909,000 | +7.2% | 461,798 | +14.4% | 2.76% | +11.5% |
Q2 2015 | $33,483,000 | +2.7% | 403,600 | +3.2% | 2.48% | -6.0% |
Q1 2015 | $32,589,000 | +6.5% | 391,042 | +3.9% | 2.64% | -0.9% |
Q4 2014 | $30,586,000 | +9.7% | 376,345 | +5.0% | 2.66% | -0.1% |
Q3 2014 | $27,889,000 | +0.7% | 358,560 | -0.6% | 2.66% | -7.0% |
Q2 2014 | $27,700,000 | +12.4% | 360,767 | +5.9% | 2.86% | -15.7% |
Q1 2014 | $24,655,000 | +6.1% | 340,538 | +6.2% | 3.40% | -2.7% |
Q4 2013 | $23,231,000 | – | 320,520 | – | 3.49% | – |
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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% |