VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 320 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,137 | -2.9% | 1,838 | 0.0% | 0.21% | +1.0% |
| Q2 2023 | $287,573 | +9.3% | 1,838 | 0.0% | 0.21% | +5.0% |
| Q1 2023 | $263,091 | +8.1% | 1,838 | 0.0% | 0.20% | +4.2% |
| Q4 2022 | $243,351 | -5.7% | 1,838 | -11.1% | 0.19% | -10.3% |
| Q3 2022 | $258,000 | -5.5% | 2,068 | -0.2% | 0.21% | -0.9% |
| Q2 2022 | $273,000 | -17.5% | 2,072 | -0.5% | 0.22% | -0.5% |
| Q1 2022 | $331,000 | -11.3% | 2,083 | -6.0% | 0.22% | -5.2% |
| Q4 2021 | $373,000 | +9.4% | 2,217 | -0.8% | 0.23% | +1.3% |
| Q3 2021 | $341,000 | -0.9% | 2,235 | -1.0% | 0.23% | +0.4% |
| Q2 2021 | $344,000 | -42.2% | 2,257 | -46.8% | 0.22% | -48.3% |
| Q1 2021 | $595,000 | -1.8% | 4,243 | -6.5% | 0.44% | -12.5% |
| Q4 2020 | $606,000 | +7.3% | 4,540 | -3.6% | 0.50% | -4.4% |
| Q3 2020 | $565,000 | +3.1% | 4,711 | -6.0% | 0.52% | +4.0% |
| Q2 2020 | $548,000 | +139.3% | 5,010 | +98.7% | 0.50% | +107.5% |
| Q1 2020 | $229,000 | – | 2,522 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 532,419 | $66,457,000 | 19.95% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 184,339 | $23,009,000 | 9.16% |
| Global Endowment Management, LP | 547,941 | $68,394,000 | 6.90% |
| Cadence Bank | 454,989 | $56,792,000 | 5.88% |
| Black Diamond Financial, LLC | 109,816 | $13,707,000 | 5.52% |
| Verus Financial Partners, Inc. | 246,191 | $31,860,000 | 4.82% |
| STEPH & CO | 39,994 | $4,992,000 | 3.48% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 258,857 | $32,462,000 | 3.08% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 308,528 | $38,692,000 | 3.07% |
| Gray Wealth Management Inc. | 38,476 | $4,803 | 3.07% |