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 | $1,553,939 | -3.1% | 10,232 | -0.2% | 0.10% | +4.2% |
Q2 2023 | $1,604,234 | +22.2% | 10,253 | +11.8% | 0.10% | +11.6% |
Q1 2023 | $1,313,218 | +4.7% | 9,174 | -3.2% | 0.09% | -7.5% |
Q4 2022 | $1,254,399 | -18.5% | 9,474 | -23.2% | 0.09% | -38.0% |
Q3 2022 | $1,540,000 | -4.3% | 12,337 | +1.0% | 0.15% | -1.3% |
Q2 2022 | $1,610,000 | -33.1% | 12,215 | -19.2% | 0.15% | -19.1% |
Q1 2022 | $2,405,000 | -5.7% | 15,125 | -0.3% | 0.19% | -3.1% |
Q4 2021 | $2,550,000 | – | 15,170 | – | 0.19% | – |
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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% |