VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 322 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 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% |