VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 13 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,783 | -6.4% | 7,856 | -2.9% | 0.01% | -12.5% |
Q2 2023 | $1,904 | +11.8% | 8,090 | -2.9% | 0.01% | 0.0% |
Q1 2023 | $1,703 | +17.4% | 8,328 | -1.2% | 0.01% | +14.3% |
Q4 2022 | $1,450 | -99.9% | 8,425 | -11.3% | 0.01% | -30.0% |
Q3 2022 | $1,655,000 | -8.0% | 9,494 | -4.1% | 0.01% | -9.1% |
Q2 2022 | $1,799,000 | -18.9% | 9,898 | +5.1% | 0.01% | -15.4% |
Q1 2022 | $2,218,000 | +358.3% | 9,422 | +407.9% | 0.01% | +333.3% |
Q4 2021 | $484,000 | +60.8% | 1,855 | +44.8% | 0.00% | +50.0% |
Q3 2021 | $301,000 | +30.9% | 1,281 | +29.1% | 0.00% | 0.0% |
Q2 2021 | $230,000 | -34.8% | 992 | -47.8% | 0.00% | -60.0% |
Q3 2020 | $353,000 | -12.6% | 1,902 | -23.1% | 0.01% | -28.6% |
Q2 2020 | $404,000 | +74.1% | 2,472 | +54.9% | 0.01% | +40.0% |
Q4 2019 | $232,000 | -42.7% | 1,596 | -49.0% | 0.01% | -54.5% |
Q2 2019 | $405,000 | +88.4% | 3,130 | +81.0% | 0.01% | +120.0% |
Q1 2019 | $215,000 | – | 1,729 | – | 0.01% | – |
Download |
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% |