Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / MEGA GRWTH IND
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Number of holders
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12
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Total 13F shares, excl. options
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28.5K
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Shares change
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+1.82K
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Total reported value, excl. options
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$7.43M
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Value change
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+$473K
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Number of buys
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4
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Price
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$259.52
Significant Holders of VANGUARD WORLD FD - MEGA GRWTH IND (MGK) as of Q4 2023
12 filings reported holding MGK - VANGUARD WORLD FD - MEGA GRWTH IND as of Q4 2023.
VANGUARD WORLD FD - MEGA GRWTH IND (MGK) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28.5K shares
.
Largest 10 shareholders include ASSETMARK, INC (6.89M shares), Cassaday & Co Wealth Management LLC (3.73M shares), BANK OF AMERICA CORP /DE/ (1.76M shares), MORGAN STANLEY (1.73M shares), LINCOLN NATIONAL CORP (943K shares), WELLS FARGO & COMPANY/MN (888K shares), LPL Financial LLC (850K shares), ENVESTNET ASSET MANAGEMENT INC (847K shares), UBS Group AG (812K shares), and OSAIC HOLDINGS, INC. (777K shares).
This table shows the top 12 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.