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 | $65,744,978 | -4.7% | 432,903 | -1.8% | 5.78% | -3.8% |
| Q2 2023 | $68,999,641 | +8.6% | 441,005 | -0.6% | 6.01% | +2.8% |
| Q1 2023 | $63,532,545 | +6.3% | 443,849 | -1.7% | 5.85% | +5.9% |
| Q4 2022 | $59,793,957 | +5.3% | 451,616 | -0.7% | 5.52% | -6.2% |
| Q3 2022 | $56,792,000 | -7.3% | 454,989 | -2.1% | 5.88% | -33.2% |
| Q2 2022 | $61,281,000 | -18.4% | 464,918 | -1.5% | 8.80% | -5.8% |
| Q1 2022 | $75,076,000 | -9.4% | 472,059 | -4.3% | 9.35% | -9.5% |
| Q4 2021 | $82,870,000 | +15.8% | 493,035 | +5.0% | 10.33% | +3.5% |
| Q3 2021 | $71,586,000 | +4.2% | 469,754 | +4.2% | 9.98% | +0.1% |
| Q2 2021 | $68,691,000 | +7.4% | 450,908 | -1.1% | 9.98% | +2.8% |
| Q1 2021 | $63,939,000 | +4.4% | 455,954 | -0.6% | 9.70% | +1.1% |
| Q4 2020 | $61,237,000 | +15.7% | 458,875 | +3.9% | 9.60% | -7.8% |
| Q3 2020 | $52,929,000 | +14.2% | 441,440 | +4.2% | 10.41% | +8.9% |
| Q2 2020 | $46,350,000 | +20.7% | 423,487 | +0.3% | 9.56% | -1.1% |
| Q1 2020 | $38,403,000 | -18.0% | 422,288 | +0.7% | 9.67% | +11.7% |
| Q4 2019 | $46,828,000 | +8.1% | 419,152 | -0.2% | 8.66% | +112.3% |
| Q3 2019 | $43,320,000 | +2.8% | 420,132 | +1.0% | 4.08% | +0.0% |
| Q2 2019 | $42,129,000 | +4.3% | 416,084 | +0.6% | 4.08% | +0.2% |
| Q1 2019 | $40,397,000 | +14.4% | 413,522 | +1.8% | 4.07% | -2.1% |
| Q4 2018 | $35,301,000 | -12.1% | 406,322 | +1.7% | 4.15% | +11.0% |
| Q3 2018 | $40,144,000 | +8.3% | 399,487 | +0.6% | 3.74% | +11.4% |
| Q2 2018 | $37,076,000 | +7.6% | 397,003 | +4.4% | 3.36% | +1.9% |
| Q1 2018 | $34,455,000 | +2.2% | 380,336 | +3.6% | 3.30% | +3.4% |
| Q4 2017 | $33,710,000 | – | 367,260 | – | 3.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 499,053 | $83,881,000 | 19.87% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 203,697 | $34,237,000 | 11.70% |
| Cadence Bank | 493,035 | $82,870,000 | 10.33% |
| Global Endowment Management, LP | 687,821 | $115,609,000 | 8.43% |
| WIN ADVISORS, INC | 177,033 | $29,756,000 | 6.82% |
| Black Diamond Financial, LLC | 113,069 | $19,005,000 | 6.40% |
| Verus Financial Partners, Inc. | 258,960 | $43,526,000 | 5.76% |
| Gray Wealth Management Inc. | 39,280 | $6,602 | 3.29% |
| HILLTOP WEALTH ADVISORS, LLC | 28,140 | $4,730,000 | 3.28% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 278,195 | $46,759,000 | 3.11% |