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 | $716,067 | -3.5% | 4,715 | -0.5% | 0.14% | -0.7% |
Q2 2023 | $741,777 | +18.9% | 4,741 | +8.8% | 0.14% | +10.0% |
Q1 2023 | $623,804 | +14.9% | 4,358 | +6.3% | 0.13% | +4.8% |
Q4 2022 | $542,840 | +12.4% | 4,100 | +6.4% | 0.12% | +7.8% |
Q3 2022 | $483,000 | -19.0% | 3,855 | -6.2% | 0.12% | -8.0% |
Q2 2022 | $596,000 | -0.3% | 4,108 | +9.3% | 0.12% | +0.8% |
Q1 2022 | $598,000 | +5.8% | 3,758 | +5.4% | 0.12% | +5.1% |
Q4 2021 | $565,000 | +42.0% | 3,566 | +37.0% | 0.12% | +31.1% |
Q3 2021 | $398,000 | – | 2,602 | – | 0.09% | – |
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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% |