VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 8 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $225,223 | -2.9% | 1,483 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $232,030 | +9.3% | 1,483 | 0.0% | 0.01% | +14.3% |
Q1 2023 | $212,277 | -1.7% | 1,483 | 0.0% | 0.01% | -22.2% |
Q1 2022 | $216,000 | -13.3% | 1,483 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $249,000 | +10.2% | 1,483 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $226,000 | 0.0% | 1,483 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $226,000 | +8.7% | 1,483 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $208,000 | – | 1,483 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 507,718 | $77,346,000 | 19.44% |
Global Endowment Management, LP | 1,330,600 | $202,703,000 | 11.42% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 183,574 | $27,966,000 | 10.35% |
Cadence Bank | 450,908 | $68,691,000 | 9.98% |
Black Diamond Financial, LLC | 115,898 | $17,656,000 | 6.90% |
Verus Financial Partners, Inc. | 261,559 | $40,223,000 | 6.14% |
Gray Wealth Management Inc. | 38,578 | $5,877 | 3.38% |
Capital Advantage, Inc. | 82,218 | $12,525,000 | 3.28% |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 335,969 | $51,183,000 | 3.21% |
HILLTOP WEALTH ADVISORS, LLC | 28,970 | $4,413,000 | 3.12% |