VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 692 filers reported holding VANGUARD WORLD FD in Q1 2024. The put-call ratio across all filers is 3.76 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $429,839 | +9.6% | 1,368 | 0.0% | 0.01% | +16.7% |
| Q1 2024 | $392,082 | +10.4% | 1,368 | 0.0% | 0.01% | +20.0% |
| Q4 2023 | $355,009 | +14.4% | 1,368 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $310,399 | -10.1% | 1,368 | -6.8% | 0.01% | 0.0% |
| Q2 2023 | $345,450 | +39.5% | 1,468 | +21.2% | 0.01% | +25.0% |
| Q1 2023 | $247,661 | +118967.8% | 1,211 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $208 | -99.9% | 1,211 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $211,000 | +56.3% | 1,211 | +63.2% | 0.00% | +100.0% |
| Q2 2022 | $135,000 | -28.9% | 742 | -8.2% | 0.00% | -33.3% |
| Q1 2022 | $190,000 | -10.0% | 808 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $211,000 | – | 808 | – | 0.00% | – |
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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% |