VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 322 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - 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. | 534,164 | $70,408,000 | 20.04% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 197,074 | $25,976,000 | 9.97% |
| Cadence Bank | 464,918 | $61,281,000 | 8.80% |
| Global Endowment Management, LP | 687,821 | $90,662,000 | 7.94% |
| Black Diamond Financial, LLC | 110,418 | $14,554,000 | 5.73% |
| Verus Financial Partners, Inc. | 247,991 | $34,605,000 | 4.96% |
| Gray Wealth Management Inc. | 38,971 | $5,137 | 3.11% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 304,837 | $40,181,000 | 3.08% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 264,447 | $34,857,000 | 2.94% |
| TriaGen Wealth Management LLC | 27,398 | $3,611,000 | 2.56% |