VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 302 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $309,663 | -2.9% | 2,039 | 0.0% | 0.02% | -4.5% |
Q2 2023 | $319,022 | +9.3% | 2,039 | 0.0% | 0.02% | +4.8% |
Q1 2023 | $291,862 | +8.1% | 2,039 | 0.0% | 0.02% | +5.0% |
Q4 2022 | $269,964 | -3.9% | 2,039 | -9.5% | 0.02% | -9.1% |
Q3 2022 | $281,000 | -5.4% | 2,252 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $297,000 | -17.0% | 2,252 | 0.0% | 0.02% | -4.3% |
Q1 2022 | $358,000 | -5.5% | 2,252 | 0.0% | 0.02% | -8.0% |
Q4 2021 | $379,000 | +10.5% | 2,252 | 0.0% | 0.02% | -3.8% |
Q3 2021 | $343,000 | -16.9% | 2,252 | -16.9% | 0.03% | -13.3% |
Q2 2021 | $413,000 | +7.8% | 2,709 | -0.9% | 0.03% | 0.0% |
Q1 2021 | $383,000 | -2.3% | 2,734 | -6.9% | 0.03% | -9.1% |
Q4 2020 | $392,000 | +11.4% | 2,936 | 0.0% | 0.03% | -2.9% |
Q3 2020 | $352,000 | +9.7% | 2,936 | 0.0% | 0.03% | -2.9% |
Q2 2020 | $321,000 | +20.2% | 2,936 | 0.0% | 0.04% | +9.4% |
Q1 2020 | $267,000 | -7.6% | 2,936 | +13.6% | 0.03% | +6.7% |
Q4 2019 | $289,000 | +24.6% | 2,584 | +14.7% | 0.03% | +11.1% |
Q3 2019 | $232,000 | +1.8% | 2,252 | 0.0% | 0.03% | +3.8% |
Q2 2019 | $228,000 | -0.9% | 2,252 | -4.3% | 0.03% | -7.1% |
Q1 2019 | $230,000 | +12.7% | 2,352 | 0.0% | 0.03% | -9.7% |
Q4 2018 | $204,000 | -5.6% | 2,352 | +4.4% | 0.03% | +24.0% |
Q3 2018 | $216,000 | +2.9% | 2,252 | 0.0% | 0.02% | -7.4% |
Q2 2018 | $210,000 | +2.9% | 2,252 | 0.0% | 0.03% | 0.0% |
Q1 2018 | $204,000 | -1.4% | 2,252 | 0.0% | 0.03% | 0.0% |
Q4 2017 | $207,000 | – | 2,252 | – | 0.03% | – |
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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% |