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 | 3,778,515 | $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% |