VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 298 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,469,710 | -4.4% | 16,262 | -1.5% | 0.08% | -11.4% |
| Q2 2023 | $2,582,998 | +10.2% | 16,509 | +0.8% | 0.09% | -5.4% |
| Q1 2023 | $2,344,797 | +23.9% | 16,381 | +14.6% | 0.09% | -3.1% |
| Q4 2022 | $1,892,037 | +14.3% | 14,290 | +7.7% | 0.10% | 0.0% |
| Q3 2022 | $1,655,000 | +61.1% | 13,263 | +70.3% | 0.10% | +62.7% |
| Q2 2022 | $1,027,000 | -18.8% | 7,788 | -2.1% | 0.06% | -6.3% |
| Q1 2022 | $1,265,000 | +11.0% | 7,956 | +17.3% | 0.06% | +14.5% |
| Q4 2021 | $1,140,000 | +14.3% | 6,784 | +3.7% | 0.06% | -1.8% |
| Q3 2021 | $997,000 | +12.5% | 6,539 | +12.4% | 0.06% | +3.7% |
| Q2 2021 | $886,000 | – | 5,817 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 499,053 | $83,881,000 | 19.87% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 203,697 | $34,237,000 | 11.70% |
| Cadence Bank | 493,035 | $82,870,000 | 10.33% |
| Global Endowment Management, LP | 687,821 | $115,609,000 | 8.43% |
| WIN ADVISORS, INC | 177,033 | $29,756,000 | 6.82% |
| Black Diamond Financial, LLC | 113,069 | $19,005,000 | 6.40% |
| Verus Financial Partners, Inc. | 258,960 | $43,526,000 | 5.76% |
| Gray Wealth Management Inc. | 39,280 | $6,602 | 3.29% |
| HILLTOP WEALTH ADVISORS, LLC | 28,140 | $4,730,000 | 3.28% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 278,195 | $46,759,000 | 3.11% |