VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 293 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 3.24 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $113 | -2.6% | 742 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $116 | +9.4% | 742 | 0.0% | 0.02% | +4.5% |
Q1 2023 | $106 | +8.2% | 742 | 0.0% | 0.02% | +4.8% |
Q4 2022 | $98 | -100.0% | 742 | -69.9% | 0.02% | -72.0% |
Q3 2022 | $308,000 | +30.5% | 2,468 | +38.1% | 0.08% | +38.9% |
Q2 2022 | $236,000 | +22.3% | 1,787 | +47.1% | 0.05% | +45.9% |
Q1 2022 | $193,000 | +48.5% | 1,215 | +56.8% | 0.04% | +54.2% |
Q4 2021 | $130,000 | +10.2% | 775 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $118,000 | -7.8% | 775 | -8.0% | 0.02% | -17.2% |
Q2 2021 | $128,000 | +8.5% | 842 | 0.0% | 0.03% | +3.6% |
Q1 2021 | $118,000 | +5.4% | 842 | 0.0% | 0.03% | -3.4% |
Q4 2020 | $112,000 | +20.4% | 842 | +8.9% | 0.03% | +7.4% |
Q3 2020 | $93,000 | +9.4% | 773 | 0.0% | 0.03% | +8.0% |
Q2 2020 | $85,000 | +21.4% | 773 | 0.0% | 0.02% | +8.7% |
Q1 2020 | $70,000 | -18.6% | 773 | 0.0% | 0.02% | -4.2% |
Q4 2019 | $86,000 | +7.5% | 773 | 0.0% | 0.02% | +4.3% |
Q3 2019 | $80,000 | – | 773 | – | 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% |