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 | $265,645 | -2.6% | 1,749 | +0.3% | 0.05% | -33.3% |
Q2 2023 | $272,682 | +9.2% | 1,743 | -0.1% | 0.07% | +9.5% |
Q1 2023 | $249,646 | +0.3% | 1,744 | -7.3% | 0.06% | -1.6% |
Q4 2022 | $248,999 | -12.0% | 1,881 | -17.0% | 0.06% | -17.9% |
Q3 2022 | $283,000 | +15.0% | 2,267 | +21.6% | 0.08% | +9.9% |
Q2 2022 | $246,000 | -14.0% | 1,865 | +3.8% | 0.07% | -20.2% |
Q1 2022 | $286,000 | -3.1% | 1,797 | +2.6% | 0.09% | -6.3% |
Q4 2021 | $295,000 | +25.5% | 1,752 | +13.5% | 0.10% | +13.1% |
Q3 2021 | $235,000 | 0.0% | 1,544 | 0.0% | 0.08% | -7.7% |
Q2 2021 | $235,000 | +8.8% | 1,544 | +0.3% | 0.09% | +2.2% |
Q1 2021 | $216,000 | -0.5% | 1,540 | -5.1% | 0.09% | +6.0% |
Q4 2020 | $217,000 | -13.5% | 1,623 | -29.3% | 0.08% | -62.5% |
Q2 2020 | $251,000 | – | 2,296 | – | 0.22% | – |
Download |
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% |