VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 706 filers reported holding VANGUARD WORLD FD in Q2 2024. The put-call ratio across all filers is 0.96 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $255,139 | -2.2% | 812 | -10.8% | 0.06% | -7.4% |
| Q1 2024 | $260,816 | -15.2% | 910 | -23.2% | 0.07% | -20.9% |
| Q4 2023 | $307,520 | +0.5% | 1,185 | -12.1% | 0.09% | -4.4% |
| Q3 2023 | $305,862 | +6.3% | 1,348 | +10.2% | 0.09% | +9.8% |
| Q2 2023 | $287,797 | +15.1% | 1,223 | 0.0% | 0.08% | +13.9% |
| Q1 2023 | $250,116 | +18.9% | 1,223 | 0.0% | 0.07% | +26.3% |
| Q4 2022 | $210,442 | -7.7% | 1,223 | -6.7% | 0.06% | -13.6% |
| Q3 2022 | $228,000 | -4.2% | 1,311 | 0.0% | 0.07% | -28.3% |
| Q2 2022 | $238,000 | -22.2% | 1,311 | +0.7% | 0.09% | -16.4% |
| Q1 2022 | $306,000 | +10.9% | 1,302 | +23.2% | 0.11% | +13.4% |
| Q4 2021 | $276,000 | +11.3% | 1,057 | 0.0% | 0.10% | +2.1% |
| Q3 2021 | $248,000 | -0.4% | 1,057 | -1.6% | 0.10% | -3.1% |
| Q2 2021 | $249,000 | +12.2% | 1,074 | 0.0% | 0.10% | -4.9% |
| Q1 2021 | $222,000 | +1.4% | 1,074 | 0.0% | 0.10% | -24.3% |
| Q4 2020 | $219,000 | +10.1% | 1,074 | 0.0% | 0.14% | -9.9% |
| Q3 2020 | $199,000 | – | 1,074 | – | 0.15% | – |
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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% |