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 | $9,959,701 | +5.3% | 65,580 | +8.5% | 1.36% | +8.1% |
| Q2 2023 | $9,459,378 | +15.1% | 60,459 | +5.3% | 1.26% | +6.3% |
| Q1 2023 | $8,220,318 | +13.7% | 57,429 | +5.2% | 1.19% | +4.7% |
| Q4 2022 | $7,230,838 | +59.8% | 54,614 | +50.7% | 1.14% | +46.3% |
| Q3 2022 | $4,525,000 | -13.4% | 36,252 | +1.9% | 0.78% | -4.7% |
| Q2 2022 | $5,224,000 | -7.7% | 35,584 | +0.0% | 0.81% | -4.1% |
| Q1 2022 | $5,659,000 | -6.5% | 35,580 | -1.2% | 0.85% | +24.9% |
| Q4 2021 | $6,050,000 | -22.5% | 35,998 | -29.8% | 0.68% | -32.7% |
| Q3 2021 | $7,811,000 | -43.0% | 51,258 | -43.0% | 1.01% | -33.8% |
| Q2 2021 | $13,698,000 | -42.6% | 89,916 | -47.2% | 1.53% | -34.4% |
| Q1 2021 | $23,869,000 | -21.3% | 170,217 | -25.1% | 2.33% | -13.8% |
| Q4 2020 | $30,328,000 | +4.0% | 227,264 | -6.5% | 2.70% | +2.1% |
| Q3 2020 | $29,148,000 | +26.4% | 243,104 | +15.4% | 2.65% | +10.9% |
| Q2 2020 | $23,057,000 | +1672.3% | 210,666 | +1373.0% | 2.39% | +1320.2% |
| Q1 2020 | $1,301,000 | -9.0% | 14,302 | +11.7% | 0.17% | +8.4% |
| Q4 2019 | $1,430,000 | -13.2% | 12,804 | -19.9% | 0.16% | -22.9% |
| Q3 2019 | $1,648,000 | +13.4% | 15,982 | +11.3% | 0.20% | +21.1% |
| Q2 2019 | $1,453,000 | +10.6% | 14,354 | +6.7% | 0.17% | +9.2% |
| Q1 2019 | $1,314,000 | +22.9% | 13,449 | +9.4% | 0.15% | +4.8% |
| Q4 2018 | $1,069,000 | – | 12,299 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 524,544 | $79,662,450 | 21.05% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 183,383 | $27,850,376 | 11.20% |
| Cadence Bank | 432,903 | $65,744,978 | 5.78% |
| Black Diamond Financial, LLC | 104,856 | $15,924,506 | 4.90% |
| Verus Financial Partners, Inc. | 224,790 | $34,590,730 | 4.51% |
| Buttonwood Financial Group, LLC | 40,155 | $5,985,873 | 4.37% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 397,205 | $60,324 | 4.22% |
| Equita Financial Network, Inc. | 36,681 | $5,571 | 3.43% |
| TriaGen Wealth Management LLC | 40,090 | $6,088,468 | 3.11% |
| Gray Wealth Management Inc. | 38,675 | $5,873,524 | 3.01% |