VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 304 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $295,387 | +18.5% | 1,945 | +22.1% | 0.04% | +25.8% |
Q2 2023 | $249,241 | +181.3% | 1,593 | +157.4% | 0.03% | +158.3% |
Q1 2023 | $88,604 | +100586.4% | 619 | -7.3% | 0.01% | -7.7% |
Q4 2022 | $88 | -99.9% | 668 | -5.0% | 0.01% | -7.1% |
Q3 2022 | $88,000 | -11.1% | 703 | -6.3% | 0.01% | -6.7% |
Q2 2022 | $99,000 | +421.1% | 750 | +163.2% | 0.02% | +150.0% |
Q3 2014 | $19,000 | -5.0% | 285 | -4.7% | 0.01% | -14.3% |
Q2 2014 | $20,000 | 0.0% | 299 | -3.9% | 0.01% | -12.5% |
Q1 2014 | $20,000 | 0.0% | 311 | 0.0% | 0.01% | 0.0% |
Q4 2013 | $20,000 | +11.1% | 311 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $18,000 | +5.9% | 311 | 0.0% | 0.01% | 0.0% |
Q2 2013 | $17,000 | 0.0% | 311 | 0.0% | 0.01% | 0.0% |
Q1 2013 | $17,000 | – | 311 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 503,971 | $80,152,000 | 19.84% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 190,534 | $30,303,000 | 10.70% |
Cadence Bank | 472,059 | $75,076,000 | 9.35% |
Global Endowment Management, LP | 687,821 | $109,391,000 | 7.79% |
Black Diamond Financial, LLC | 112,283 | $17,858,000 | 5.64% |
Verus Financial Partners, Inc. | 256,668 | $39,481,000 | 5.60% |
Gray Wealth Management Inc. | 39,368 | $6,261 | 3.23% |
LEAVELL INVESTMENT MANAGEMENT, INC. | 294,067 | $46,768,000 | 3.21% |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 258,731 | $41,149,000 | 3.02% |
FIFTH THIRD SECURITIES, INC. | 5,732 | $912,000 | 2.72% |