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 | $41,895 | -2.9% | 276 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $43,161 | +9.6% | 276 | +0.4% | 0.00% | 0.0% |
Q1 2023 | $39,378 | +8.4% | 275 | +0.4% | 0.00% | 0.0% |
Q4 2022 | $36,320 | +6.8% | 274 | +0.7% | 0.00% | 0.0% |
Q3 2022 | $34,000 | -5.6% | 272 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $36,000 | -16.3% | 272 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $43,000 | +4.9% | 272 | +0.7% | 0.00% | 0.0% |
Q3 2021 | $41,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $41,000 | +41.4% | 270 | +29.2% | 0.00% | +33.3% |
Q1 2021 | $29,000 | +3.6% | 209 | +0.5% | 0.00% | 0.0% |
Q4 2020 | $28,000 | +12.0% | 208 | +0.5% | 0.00% | 0.0% |
Q3 2020 | $25,000 | – | 207 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 507,718 | $77,346,000 | 19.44% |
Global Endowment Management, LP | 1,330,600 | $202,703,000 | 11.42% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 183,574 | $27,966,000 | 10.35% |
Cadence Bank | 450,908 | $68,691,000 | 9.98% |
Black Diamond Financial, LLC | 115,898 | $17,656,000 | 6.90% |
Verus Financial Partners, Inc. | 261,559 | $40,223,000 | 6.14% |
Gray Wealth Management Inc. | 38,578 | $5,877 | 3.38% |
Capital Advantage, Inc. | 82,218 | $12,525,000 | 3.28% |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 335,969 | $51,183,000 | 3.21% |
HILLTOP WEALTH ADVISORS, LLC | 28,970 | $4,413,000 | 3.12% |