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 | $305 | -1.6% | 1,343 | +2.1% | 0.23% | +3.1% |
| Q2 2023 | $310 | +15.2% | 1,316 | +0.1% | 0.23% | +13.0% |
| Q1 2023 | $269 | +22.8% | 1,315 | +3.5% | 0.20% | +19.8% |
| Q4 2022 | $219 | -99.9% | 1,271 | -18.5% | 0.17% | -24.1% |
| Q3 2022 | $272,000 | -8.1% | 1,560 | -4.4% | 0.22% | -3.1% |
| Q2 2022 | $296,000 | -4.8% | 1,631 | +23.3% | 0.23% | +4.1% |
| Q1 2022 | $311,000 | -8.5% | 1,323 | +1.5% | 0.22% | -3.5% |
| Q4 2021 | $340,000 | +10.0% | 1,303 | -1.0% | 0.23% | +0.4% |
| Q3 2021 | $309,000 | +2.3% | 1,316 | +0.8% | 0.22% | +1.8% |
| Q2 2021 | $302,000 | +1.3% | 1,306 | -9.3% | 0.22% | -5.6% |
| Q1 2021 | $298,000 | +7.6% | 1,440 | +6.0% | 0.23% | +4.5% |
| Q4 2020 | $277,000 | +1.8% | 1,359 | -7.3% | 0.22% | -6.7% |
| Q3 2020 | $272,000 | +19.8% | 1,466 | +5.7% | 0.24% | +13.2% |
| Q2 2020 | $227,000 | – | 1,387 | – | 0.21% | – |
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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% |