VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 243 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $410,708 | +9.3% | 2,625 | 0.0% | 0.12% | +4.3% |
| Q1 2023 | $375,743 | +8.1% | 2,625 | 0.0% | 0.12% | +6.5% |
| Q4 2022 | $347,550 | +6.0% | 2,625 | 0.0% | 0.11% | -5.3% |
| Q3 2022 | $328,000 | -5.2% | 2,625 | 0.0% | 0.11% | -0.9% |
| Q2 2022 | $346,000 | -17.0% | 2,625 | 0.0% | 0.12% | -1.7% |
| Q1 2022 | $417,000 | -5.4% | 2,625 | 0.0% | 0.12% | -4.9% |
| Q4 2021 | $441,000 | +10.2% | 2,625 | 0.0% | 0.12% | +4.2% |
| Q3 2021 | $400,000 | 0.0% | 2,625 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $400,000 | +8.7% | 2,625 | 0.0% | 0.12% | +2.6% |
| Q1 2021 | $368,000 | +28.2% | 2,625 | +22.1% | 0.12% | +21.1% |
| Q4 2020 | $287,000 | +7.9% | 2,149 | -1.1% | 0.10% | -2.1% |
| Q3 2020 | $266,000 | +6.8% | 2,174 | -1.6% | 0.10% | -2.0% |
| Q2 2020 | $249,000 | – | 2,209 | – | 0.10% | – |
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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% |