VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 293 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 3.24 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,439,653 | -2.4% | 9,479 | +0.5% | 0.14% | 0.0% |
Q2 2023 | $1,475,672 | +9.6% | 9,431 | +0.2% | 0.14% | +2.8% |
Q1 2023 | $1,346,894 | +6.7% | 9,409 | -1.3% | 0.14% | -0.7% |
Q4 2022 | $1,262,054 | +4.6% | 9,532 | -1.3% | 0.14% | -18.9% |
Q3 2022 | $1,206,000 | -5.3% | 9,658 | +0.0% | 0.18% | +2.3% |
Q2 2022 | $1,273,000 | -18.7% | 9,654 | -1.9% | 0.17% | -9.0% |
Q1 2022 | $1,565,000 | -3.2% | 9,840 | +2.4% | 0.19% | -11.7% |
Q4 2021 | $1,616,000 | +10.8% | 9,613 | +0.4% | 0.21% | -4.1% |
Q3 2021 | $1,459,000 | -1.2% | 9,572 | -1.3% | 0.22% | -10.1% |
Q2 2021 | $1,477,000 | – | 9,698 | – | 0.25% | – |
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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% |