VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 415 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350,279 | +13.7% | 1,543 | +18.0% | 0.00% | – |
| Q2 2023 | $307,977 | -14.2% | 1,308 | -25.5% | 0.00% | – |
| Q1 2023 | $358,976 | +64.7% | 1,755 | +40.3% | 0.00% | – |
| Q3 2022 | $218,000 | -16.5% | 1,251 | +12.7% | 0.00% | – |
| Q1 2022 | $261,000 | -8.7% | 1,110 | +1.3% | 0.00% | – |
| Q4 2021 | $286,000 | +23.8% | 1,096 | +11.6% | 0.00% | – |
| Q3 2021 | $231,000 | -10.5% | 982 | -11.8% | 0.00% | – |
| Q2 2021 | $258,000 | -16.2% | 1,114 | -25.0% | 0.00% | – |
| Q1 2021 | $308,000 | +52.5% | 1,486 | +49.6% | 0.00% | – |
| Q4 2020 | $202,000 | -50.7% | 993 | -55.1% | 0.00% | – |
| Q3 2020 | $410,000 | +73.7% | 2,213 | +36.9% | 0.00% | – |
| Q4 2019 | $236,000 | – | 1,617 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Erickson Financial Group, LLC | 116,914 | $27,522,000 | 24.76% |
| Zeit Capital LLC | 75,802 | $17,844,000 | 14.93% |
| Bernardo Wealth Planning LLC | 117,989 | $27,774,000 | 13.79% |
| FC Advisory LLC | 111,874 | $26,335,000 | 11.41% |
| ANGELES WEALTH MANAGEMENT, LLC | 244,778 | $57,621,000 | 10.90% |
| Blackston Financial Advisory Group, LLC | 69,828 | $16,396,000 | 10.69% |
| BHK Investment Advisors, LLC | 103,702 | $24,411,000 | 10.21% |
| Financial Sense Advisors, Inc. | 109,461 | $25,767,000 | 9.65% |
| Pacific Center for Financial Services | 109,461 | $25,767,000 | 9.21% |
| Greytown Advisors Inc. | 79,587 | $18,731,000 | 9.05% |