VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 489 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |