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 | $824,654 | -2.9% | 5,430 | 0.0% | 0.03% | +3.6% |
| Q2 2023 | $849,578 | +9.3% | 5,430 | 0.0% | 0.03% | +3.7% |
| Q1 2023 | $777,250 | +2.7% | 5,430 | -5.0% | 0.03% | 0.0% |
| Q4 2022 | $756,666 | +8.1% | 5,715 | +1.9% | 0.03% | +3.8% |
| Q3 2022 | $700,000 | -13.3% | 5,610 | 0.0% | 0.03% | -13.3% |
| Q2 2022 | $807,000 | +5.9% | 5,610 | +17.1% | 0.03% | +25.0% |
| Q1 2022 | $762,000 | -5.3% | 4,790 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $805,000 | +10.3% | 4,790 | 0.0% | 0.02% | +4.3% |
| Q3 2021 | $730,000 | 0.0% | 4,790 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $730,000 | +8.6% | 4,790 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $672,000 | +5.2% | 4,790 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $639,000 | +14.9% | 4,790 | +3.3% | 0.02% | 0.0% |
| Q3 2020 | $556,000 | -12.0% | 4,635 | -19.7% | 0.02% | -17.9% |
| Q2 2020 | $632,000 | – | 5,775 | – | 0.03% | – |
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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% |