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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,255,713 | +7.9% | 14,417 | -1.3% | 0.26% | -17.6% |
Q1 2023 | $2,090,385 | -6.6% | 14,604 | -13.9% | 0.31% | -48.2% |
Q2 2022 | $2,237,000 | -51.1% | 16,969 | -41.0% | 0.60% | -17.3% |
Q1 2022 | $4,574,000 | -57.4% | 28,757 | -59.2% | 0.73% | -63.4% |
Q3 2021 | $10,743,000 | -1.2% | 70,499 | -1.2% | 1.99% | -8.9% |
Q2 2021 | $10,873,000 | +11.5% | 71,372 | +2.6% | 2.18% | -21.0% |
Q1 2021 | $9,754,000 | +23.8% | 69,557 | +17.8% | 2.77% | +8.9% |
Q4 2020 | $7,878,000 | +14.0% | 59,034 | -6.5% | 2.54% | -11.1% |
Q3 2020 | $6,912,000 | – | 63,154 | – | 2.86% | – |
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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% |