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 | $53,914 | -2.9% | 355 | 0.0% | 0.01% | -16.7% |
| Q2 2023 | $55,543 | +9.3% | 355 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $50,815 | +8.1% | 355 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $47,002 | +6.8% | 355 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $44,000 | -6.4% | 355 | 0.0% | 0.01% | -25.0% |
| Q2 2022 | $47,000 | -30.9% | 355 | -16.5% | 0.01% | -27.3% |
| Q1 2022 | $68,000 | +13.3% | 425 | +19.7% | 0.01% | +10.0% |
| Q4 2021 | $60,000 | +11.1% | 355 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $54,000 | 0.0% | 355 | 0.0% | 0.01% | -15.4% |
| Q2 2021 | $54,000 | +8.0% | 355 | 0.0% | 0.01% | -13.3% |
| Q1 2021 | $50,000 | +6.4% | 355 | 0.0% | 0.02% | -6.2% |
| Q4 2020 | $47,000 | +9.3% | 355 | 0.0% | 0.02% | -11.1% |
| Q3 2020 | $43,000 | +10.3% | 355 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $39,000 | +21.9% | 355 | 0.0% | 0.02% | -5.0% |
| Q1 2020 | $32,000 | -20.0% | 355 | 0.0% | 0.02% | -13.0% |
| Q4 2019 | $40,000 | +8.1% | 355 | 0.0% | 0.02% | -4.2% |
| Q3 2019 | $37,000 | – | 355 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 524,544 | $79,662,450 | 21.05% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 183,383 | $27,850,376 | 11.20% |
| Cadence Bank | 432,903 | $65,744,978 | 5.78% |
| Black Diamond Financial, LLC | 104,856 | $15,924,506 | 4.90% |
| Verus Financial Partners, Inc. | 224,790 | $34,590,730 | 4.51% |
| Buttonwood Financial Group, LLC | 40,155 | $5,985,873 | 4.37% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 397,205 | $60,324 | 4.22% |
| Equita Financial Network, Inc. | 36,681 | $5,571 | 3.43% |
| TriaGen Wealth Management LLC | 40,090 | $6,088,468 | 3.11% |
| Gray Wealth Management Inc. | 38,675 | $5,873,524 | 3.01% |