VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 692 filers reported holding VANGUARD WORLD FD in Q1 2024. The put-call ratio across all filers is 3.76 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $470,687 | +9.6% | 1,498 | 0.0% | 0.05% | +4.4% |
Q1 2024 | $429,342 | +10.4% | 1,498 | 0.0% | 0.04% | 0.0% |
Q4 2023 | $388,746 | +14.4% | 1,498 | 0.0% | 0.04% | +2.3% |
Q3 2023 | $339,896 | -3.6% | 1,498 | 0.0% | 0.04% | 0.0% |
Q2 2023 | $352,509 | +0.0% | 1,498 | -13.1% | 0.04% | -6.4% |
Q1 2023 | $352,371 | +18.9% | 1,723 | 0.0% | 0.05% | +11.9% |
Q4 2022 | $296,477 | +9.4% | 1,723 | +10.9% | 0.04% | -4.5% |
Q3 2022 | $271,000 | -6.9% | 1,553 | -3.1% | 0.04% | -2.2% |
Q2 2022 | $291,000 | -1.0% | 1,603 | +28.4% | 0.04% | +9.8% |
Q1 2022 | $294,000 | -9.5% | 1,248 | 0.0% | 0.04% | -10.9% |
Q4 2021 | $325,000 | +10.9% | 1,248 | 0.0% | 0.05% | 0.0% |
Q3 2021 | $293,000 | +1.4% | 1,248 | 0.0% | 0.05% | +2.2% |
Q2 2021 | $289,000 | +12.0% | 1,248 | 0.0% | 0.04% | +7.1% |
Q1 2021 | $258,000 | +1.6% | 1,248 | 0.0% | 0.04% | -6.7% |
Q4 2020 | $254,000 | +10.0% | 1,248 | 0.0% | 0.04% | +2.3% |
Q3 2020 | $231,000 | – | 1,248 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Cassaday & Co Wealth Management LLC | 3,832,002 | $783,682,678 | 33.43% |
Erickson Financial Group, LLC | 93,977 | $19,219,236 | 19.06% |
Zeit Capital LLC | 80,608 | $16,485,108 | 15.25% |
Greytown Advisors Inc. | 108,279 | $22,144,250 | 11.45% |
BHK Investment Advisors, LLC | 123,312 | $25,218,473 | 11.02% |
Bernardo Wealth Planning LLC | 125,340 | $25,633,351 | 11.00% |
FC Advisory LLC | 115,165 | $23,552,326 | 10.41% |
Kensington Asset Management, LLC | 460,700 | $94,217,757 | 9.83% |
Blackston Financial Advisory Group, LLC | 63,926 | $13,073 | 9.77% |
Tower Wealth Partners, Inc. | 54,773 | $11,201,626 | 9.36% |