BANK OF MONTREAL /CAN/ - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 356 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is 2.92 and the average weighting 1.0%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$911,000
+86.3%
3,764
+81.6%
0.00%
Q2 2023$489,006
+15.4%
2,073
-8.5%
0.00%
Q4 2022$423,732
-4.6%
2,265
-0.2%
0.00%
Q3 2022$444,000
+20.0%
2,269
+22.3%
0.00%
Q2 2022$370,000
+26.3%
1,855
+53.1%
0.00%
Q1 2022$293,000
-27.7%
1,212
-20.9%
0.00%
Q4 2021$405,000
+7.4%
1,5330.0%0.00%
Q3 2021$377,000
+206.5%
1,533
+188.7%
0.00%
Q2 2021$123,000
+251.4%
531
+231.9%
0.00%
Q1 2021$35,000
+29.6%
160
+18.5%
0.00%
Q4 2020$27,000
+8.0%
1350.0%0.00%
Q3 2020$25,000
+66.7%
135
+15.4%
0.00%
Q2 2019$15,0000.0%1170.0%0.00%
Q1 2019$15,000
+15.4%
1170.0%0.00%
Q4 2018$13,000
-38.1%
117
-29.9%
0.00%
Q3 2018$21,000
-60.4%
167
-62.2%
0.00%
Q2 2018$53,000
+43.2%
442
+36.0%
0.00%
Q1 2018$37,000
-22.9%
325
-24.4%
0.00%
Q4 2017$48,000
+84.6%
430
+38.7%
0.00%
Q1 2016$26,000
-36.6%
310
-38.0%
0.00%
Q4 2014$41,000
-47.4%
500
-50.0%
0.00%
Q3 2014$78,000
+500.0%
1,000
+465.0%
0.00%
Q1 2014$13,0001770.00%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2020
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