VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 182 filers reported holding VANGUARD WORLD FD in Q1 2020. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $356,700 | -2.9% | 2,349 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $367,480 | +6.8% | 2,349 | -2.3% | 0.01% | 0.0% |
Q1 2023 | $344,068 | +8.1% | 2,404 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $318,252 | +4.7% | 2,404 | -1.2% | 0.01% | -9.1% |
Q3 2022 | $304,000 | -11.4% | 2,433 | -6.5% | 0.01% | -8.3% |
Q2 2022 | $343,000 | +20.4% | 2,603 | +45.3% | 0.01% | +50.0% |
Q1 2022 | $285,000 | -40.9% | 1,791 | -37.5% | 0.01% | -42.9% |
Q4 2021 | $482,000 | -18.2% | 2,867 | -25.9% | 0.01% | -26.3% |
Q3 2021 | $589,000 | 0.0% | 3,867 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $589,000 | +8.7% | 3,867 | 0.0% | 0.02% | -5.0% |
Q1 2021 | $542,000 | +5.0% | 3,867 | 0.0% | 0.02% | -4.8% |
Q4 2020 | $516,000 | +11.2% | 3,867 | 0.0% | 0.02% | -4.5% |
Q3 2020 | $464,000 | +9.7% | 3,867 | 0.0% | 0.02% | -4.3% |
Q2 2020 | $423,000 | +20.2% | 3,867 | 0.0% | 0.02% | 0.0% |
Q1 2020 | $352,000 | – | 3,867 | – | 0.02% | – |
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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% |