VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 706 filers reported holding VANGUARD WORLD FD in Q2 2024. The put-call ratio across all filers is 0.96 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $611 | +9.7% | 1,945 | 0.0% | 0.08% | +5.1% |
| Q1 2024 | $557 | +10.3% | 1,945 | 0.0% | 0.08% | +8.2% |
| Q4 2023 | $505 | +14.5% | 1,945 | 0.0% | 0.07% | +4.3% |
| Q3 2023 | $441 | -3.7% | 1,945 | 0.0% | 0.07% | +1.4% |
| Q2 2023 | $458 | +15.1% | 1,945 | 0.0% | 0.07% | +11.3% |
| Q1 2023 | $398 | +18.8% | 1,945 | 0.0% | 0.06% | +10.7% |
| Q4 2022 | $335 | -99.9% | 1,945 | -12.9% | 0.06% | -23.3% |
| Q3 2022 | $389,000 | -4.2% | 2,232 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $406,000 | -22.7% | 2,232 | 0.0% | 0.07% | -22.3% |
| Q1 2022 | $525,000 | -9.8% | 2,232 | 0.0% | 0.09% | -15.3% |
| Q4 2021 | $582,000 | +11.1% | 2,232 | 0.0% | 0.11% | +0.9% |
| Q3 2021 | $524,000 | +1.6% | 2,232 | 0.0% | 0.11% | -0.9% |
| Q2 2021 | $516,000 | +11.7% | 2,232 | 0.0% | 0.11% | +1.8% |
| Q1 2021 | $462,000 | +1.5% | 2,232 | 0.0% | 0.11% | -1.8% |
| Q4 2020 | $455,000 | – | 2,232 | – | 0.11% | – |
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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% |