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 | $47,315,887 | -3.7% | 311,555 | -0.8% | 1.43% | -0.8% |
| Q2 2023 | $49,153,065 | +8.7% | 314,157 | -0.6% | 1.44% | -2.7% |
| Q1 2023 | $45,218,456 | +66.1% | 315,904 | +53.6% | 1.48% | +55.5% |
| Q4 2022 | $27,225,547 | +7.2% | 205,631 | +1.1% | 0.95% | -7.1% |
| Q3 2022 | $25,395,000 | -12.3% | 203,453 | -7.4% | 1.02% | -12.5% |
| Q2 2022 | $28,965,000 | -8.2% | 219,750 | +10.8% | 1.17% | -12.3% |
| Q1 2022 | $31,547,000 | -7.3% | 198,360 | -2.1% | 1.34% | -6.7% |
| Q4 2021 | $34,044,000 | +17.1% | 202,545 | +6.1% | 1.43% | +7.2% |
| Q3 2021 | $29,079,000 | +18.7% | 190,821 | +18.7% | 1.34% | +17.2% |
| Q2 2021 | $24,494,000 | +17.3% | 160,787 | +8.0% | 1.14% | +9.9% |
| Q1 2021 | $20,886,000 | +21.0% | 148,939 | +15.1% | 1.04% | +19.9% |
| Q4 2020 | $17,266,000 | +18.8% | 129,380 | +6.7% | 0.86% | +2.1% |
| Q3 2020 | $14,538,000 | +63.8% | 121,247 | +49.5% | 0.85% | +47.3% |
| Q2 2020 | $8,875,000 | – | 81,090 | – | 0.58% | – |
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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% |