VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 8 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,001 | -7.2% | 39,515 | -4.4% | 1.51% | -0.6% |
| Q2 2023 | $6,466 | -8.2% | 41,328 | -16.0% | 1.52% | -8.7% |
| Q1 2023 | $7,044 | +9.6% | 49,211 | +1.3% | 1.66% | +4.1% |
| Q4 2022 | $6,429 | -99.9% | 48,560 | +8.5% | 1.60% | +11.1% |
| Q3 2022 | $5,589,000 | -0.2% | 44,775 | +5.4% | 1.44% | +1.7% |
| Q2 2022 | $5,602,000 | -13.6% | 42,499 | +4.2% | 1.41% | -18.4% |
| Q1 2022 | $6,484,000 | -5.9% | 40,771 | -0.5% | 1.73% | -11.5% |
| Q4 2021 | $6,889,000 | +8.9% | 40,987 | -1.3% | 1.96% | -5.0% |
| Q3 2021 | $6,326,000 | +4.7% | 41,510 | +4.7% | 2.06% | +1.0% |
| Q2 2021 | $6,043,000 | +8.9% | 39,665 | +0.3% | 2.04% | +0.1% |
| Q1 2021 | $5,547,000 | +45.7% | 39,560 | +38.7% | 2.04% | +43.6% |
| Q4 2020 | $3,807,000 | +20.1% | 28,524 | +7.8% | 1.42% | +9.4% |
| Q3 2020 | $3,171,000 | +15.0% | 26,450 | +5.0% | 1.30% | +9.6% |
| Q2 2020 | $2,757,000 | +50.6% | 25,187 | +25.1% | 1.18% | +35.7% |
| Q1 2020 | $1,831,000 | +10.8% | 20,133 | +36.2% | 0.87% | +25.3% |
| Q4 2019 | $1,652,000 | +335.9% | 14,786 | +301.8% | 0.70% | +324.4% |
| Q3 2019 | $379,000 | – | 3,680 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 532,419 | $66,457,000 | 19.95% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 184,339 | $23,009,000 | 9.16% |
| Global Endowment Management, LP | 547,941 | $68,394,000 | 6.90% |
| Cadence Bank | 454,989 | $56,792,000 | 5.88% |
| Black Diamond Financial, LLC | 109,816 | $13,707,000 | 5.52% |
| Verus Financial Partners, Inc. | 246,191 | $31,860,000 | 4.82% |
| STEPH & CO | 39,994 | $4,992,000 | 3.48% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 258,857 | $32,462,000 | 3.08% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 308,528 | $38,692,000 | 3.07% |
| Gray Wealth Management Inc. | 38,476 | $4,803 | 3.07% |