VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 77 filers reported holding VANGUARD WORLD FD in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2017 | $17,696,000 | +3.7% | 192,798 | -2.5% | 2.91% | -1.2% |
Q3 2017 | $17,057,000 | -3.9% | 197,722 | -7.6% | 2.94% | -7.3% |
Q2 2017 | $17,740,000 | +2.4% | 214,029 | -0.1% | 3.18% | -0.1% |
Q1 2017 | $17,320,000 | +6.2% | 214,204 | +0.3% | 3.18% | +1.7% |
Q4 2016 | $16,305,000 | +5.3% | 213,596 | +1.7% | 3.13% | +1.4% |
Q3 2016 | $15,487,000 | -0.6% | 210,000 | -3.6% | 3.08% | -10.5% |
Q2 2016 | $15,578,000 | +2.5% | 217,849 | +0.4% | 3.44% | -3.1% |
Q1 2016 | $15,205,000 | +9.1% | 216,915 | +8.6% | 3.55% | +6.5% |
Q4 2015 | $13,938,000 | +7.6% | 199,802 | +0.7% | 3.34% | -6.3% |
Q3 2015 | $12,951,000 | -7.0% | 198,393 | +0.2% | 3.56% | -2.7% |
Q2 2015 | $13,923,000 | +3.3% | 198,064 | +3.4% | 3.66% | +0.7% |
Q1 2015 | $13,482,000 | +1.1% | 191,617 | +0.9% | 3.64% | -8.5% |
Q4 2014 | $13,336,000 | -0.5% | 189,913 | -4.3% | 3.97% | -1.5% |
Q3 2014 | $13,405,000 | +0.5% | 198,452 | -0.4% | 4.03% | -19.4% |
Q2 2014 | $13,341,000 | +3.4% | 199,310 | -1.3% | 5.01% | +0.0% |
Q1 2014 | $12,904,000 | +0.3% | 202,004 | -0.8% | 5.01% | +0.5% |
Q4 2013 | $12,866,000 | +10.5% | 203,706 | +0.4% | 4.98% | +2.3% |
Q3 2013 | $11,647,000 | +9.6% | 202,816 | +4.3% | 4.87% | +2.6% |
Q2 2013 | $10,631,000 | – | 194,540 | – | 4.74% | – |
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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% |