MORGAN STANLEY - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.8%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$353,816,483
-0.6%
1,559,349
+3.0%
0.04%
+2.9%
Q2 2023$356,128,673
+16.0%
1,513,379
+0.8%
0.04%
+6.1%
Q1 2023$306,915,636
+14.7%
1,500,735
-3.5%
0.03%
+10.0%
Q4 2022$267,613,645
-18.9%
1,555,260
-17.8%
0.03%
-33.3%
Q3 2022$329,931,000
+24.3%
1,893,004
+29.6%
0.04%
+32.4%
Q2 2022$265,454,000
-33.5%
1,461,028
-13.9%
0.03%
-37.0%
Q1 2022$399,460,000
-9.0%
1,696,935
+0.8%
0.05%0.0%
Q4 2021$438,817,000
+15.8%
1,682,838
+4.3%
0.05%
+5.9%
Q3 2021$378,823,000
+13.4%
1,613,385
+11.7%
0.05%
+15.9%
Q2 2021$334,112,000
+13.2%
1,443,997
+1.3%
0.04%
+2.3%
Q1 2021$295,241,000
-6.1%
1,425,804
-7.6%
0.04%
-12.2%
Q4 2020$314,337,000
+16.3%
1,542,757
+5.9%
0.05%
-5.8%
Q3 2020$270,183,000
+12.0%
1,457,296
-1.2%
0.05%
-1.9%
Q2 2020$241,156,000
+40.6%
1,474,870
+9.3%
0.05%
+12.8%
Q1 2020$171,486,000
+1.4%
1,349,439
+16.2%
0.05%
+20.5%
Q4 2019$169,175,000
+7.2%
1,161,443
-2.4%
0.04%
-7.1%
Q3 2019$157,849,000
+0.2%
1,189,874
-2.2%
0.04%0.0%
Q2 2019$157,515,000
+8.0%
1,216,519
+3.7%
0.04%
+2.4%
Q1 2019$145,829,000
+9.4%
1,172,731
-5.9%
0.04%
+2.5%
Q4 2018$133,297,000
-21.2%
1,245,645
-5.6%
0.04%
-4.8%
Q3 2018$169,138,000
+1.3%
1,319,639
-6.0%
0.04%
-6.7%
Q2 2018$166,961,000
+4.4%
1,403,399
-1.5%
0.04%
+2.3%
Q1 2018$159,900,000
+1.5%
1,424,621
+0.6%
0.04%
+2.3%
Q4 2017$157,586,000
+4.2%
1,415,488
-2.0%
0.04%
-4.4%
Q3 2017$151,180,000
+2.4%
1,443,646
-2.1%
0.04%0.0%
Q2 2017$147,613,000
-44.8%
1,475,254
-47.2%
0.04%
+9.8%
Q1 2017$267,344,000
+8.7%
2,793,264
-1.1%
0.04%
+2.5%
Q4 2016$246,050,000
+82.2%
2,824,574
+82.9%
0.04%
-13.0%
Q3 2016$135,071,000
+2.9%
1,544,017
-1.8%
0.05%
-2.1%
Q2 2016$131,273,000
+24.3%
1,572,878
+23.8%
0.05%
+14.6%
Q1 2016$105,620,000
+0.7%
1,270,564
+0.6%
0.04%
+7.9%
Q4 2015$104,881,000
+8.7%
1,263,022
+1.8%
0.04%
+5.6%
Q3 2015$96,464,000
-6.4%
1,240,537
-0.2%
0.04%0.0%
Q2 2015$103,103,000
+14.3%
1,242,805
+14.8%
0.04%
+9.1%
Q1 2015$90,223,000
-0.4%
1,082,577
-2.9%
0.03%0.0%
Q4 2014$90,585,000
+1.6%
1,114,623
-2.8%
0.03%
-2.9%
Q3 2014$89,191,000
+2.0%
1,146,706
+0.7%
0.03%0.0%
Q2 2014$87,417,000
+4.3%
1,138,546
-1.7%
0.03%
-2.9%
Q1 2014$83,838,000
-4.5%
1,157,990
-4.4%
0.04%
-5.4%
Q4 2013$87,788,000
-21.1%
1,211,208
-28.7%
0.04%
-30.2%
Q3 2013$111,195,000
+6.7%
1,698,403
-1.6%
0.05%0.0%
Q2 2013$104,245,0001,725,6280.05%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders