VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 574 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $321,123 | -32.6% | 1,022 | -38.5% | 0.25% | -29.5% |
| Q1 2024 | $476,346 | +10.4% | 1,662 | 0.0% | 0.36% | +2.3% |
| Q4 2023 | $431,306 | +16.7% | 1,662 | +2.0% | 0.35% | -0.3% |
| Q3 2023 | $369,621 | -6.4% | 1,629 | -3.0% | 0.35% | -3.3% |
| Q2 2023 | $395,103 | +38.2% | 1,679 | +20.1% | 0.36% | +28.0% |
| Q1 2023 | $285,905 | +12.5% | 1,398 | -5.3% | 0.28% | +6.8% |
| Q4 2022 | $254,147 | – | 1,477 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Erickson Financial Group, LLC | 119,456 | $21,704,000 | 23.25% |
| Tower Wealth Partners, Inc. | 56,363 | $10,241,000 | 13.61% |
| Zeit Capital LLC | 76,404 | $13,883,000 | 13.34% |
| Bernardo Wealth Planning LLC | 120,738 | $21,937,000 | 12.53% |
| Greytown Advisors Inc. | 96,310 | $17,498,000 | 9.92% |
| Blackston Financial Advisory Group, LLC | 78,261 | $14,995,000 | 9.80% |
| FC Advisory LLC | 111,649 | $20,285,000 | 9.71% |
| ANGELES WEALTH MANAGEMENT, LLC | 263,936 | $47,954,000 | 9.58% |
| BHK Investment Advisors, LLC | 114,827 | $20,863,000 | 9.38% |
| Black Diamond Financial, LLC | 117,956 | $21,525,000 | 8.48% |