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 | $521,216 | -2.9% | 3,431 | +0.0% | 0.01% | 0.0% |
| Q2 2023 | $536,728 | +9.4% | 3,430 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $490,827 | +9.4% | 3,429 | +1.2% | 0.01% | +20.0% |
| Q4 2022 | $448,704 | +6.1% | 3,389 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $423,000 | +1.4% | 3,389 | +7.1% | 0.01% | +20.0% |
| Q2 2022 | $417,000 | -17.1% | 3,164 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $503,000 | +2.4% | 3,164 | +8.2% | 0.01% | 0.0% |
| Q4 2021 | $491,000 | +554.7% | 2,924 | +172.3% | 0.01% | +150.0% |
| Q2 2015 | $75,000 | 0.0% | 1,074 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $75,000 | 0.0% | 1,074 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $75,000 | – | 1,074 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 524,544 | $79,662,450 | 21.05% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 183,383 | $27,850,376 | 11.20% |
| Cadence Bank | 432,903 | $65,744,978 | 5.78% |
| Black Diamond Financial, LLC | 104,856 | $15,924,506 | 4.90% |
| Verus Financial Partners, Inc. | 224,790 | $34,590,730 | 4.51% |
| Buttonwood Financial Group, LLC | 40,155 | $5,985,873 | 4.37% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 397,205 | $60,324 | 4.22% |
| Equita Financial Network, Inc. | 36,681 | $5,571 | 3.43% |
| TriaGen Wealth Management LLC | 40,090 | $6,088,468 | 3.11% |
| Gray Wealth Management Inc. | 38,675 | $5,873,524 | 3.01% |