VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 64 filers reported holding VANGUARD WORLD FD in Q3 2014. The put-call ratio across all filers is 3.72 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $484,000 | +13.3% | 6,339 | +9.3% | 0.02% | +6.7% |
Q3 2016 | $427,000 | -3.0% | 5,798 | -5.9% | 0.02% | -6.2% |
Q2 2016 | $440,000 | -27.0% | 6,162 | -28.3% | 0.02% | -36.0% |
Q1 2016 | $603,000 | -10.9% | 8,599 | -11.4% | 0.02% | -19.4% |
Q4 2015 | $677,000 | +1201.9% | 9,705 | +1116.2% | 0.03% | +675.0% |
Q3 2015 | $52,000 | +92.6% | 798 | +106.2% | 0.00% | +100.0% |
Q2 2015 | $27,000 | -20.6% | 387 | -20.5% | 0.00% | 0.0% |
Q1 2015 | $34,000 | -60.0% | 487 | -59.8% | 0.00% | -77.8% |
Q4 2014 | $85,000 | +142.9% | 1,210 | +135.9% | 0.01% | +125.0% |
Q3 2014 | $35,000 | -53.3% | 513 | -54.4% | 0.00% | -60.0% |
Q2 2014 | $75,000 | -14.8% | 1,124 | -17.7% | 0.01% | +66.7% |
Q1 2014 | $88,000 | +104.7% | 1,366 | +103.0% | 0.01% | -14.3% |
Q4 2013 | $43,000 | +10.3% | 673 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $39,000 | +14.7% | 673 | +7.5% | 0.01% | 0.0% |
Q2 2013 | $34,000 | – | 626 | – | 0.01% | – |
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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% |