VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 276 filers reported holding VANGUARD WORLD FD in Q3 2021. The put-call ratio across all filers is 1.41 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,139,697 | -2.9% | 14,089 | 0.0% | 1.10% | +4.3% |
| Q2 2023 | $2,204,365 | +9.3% | 14,089 | 0.0% | 1.05% | +3.3% |
| Q1 2023 | $2,016,700 | +8.1% | 14,089 | 0.0% | 1.02% | +8.0% |
| Q4 2022 | $1,865,384 | +6.0% | 14,089 | 0.0% | 0.94% | -3.4% |
| Q3 2022 | $1,759,000 | -5.3% | 14,089 | 0.0% | 0.98% | +3.2% |
| Q2 2022 | $1,857,000 | -17.9% | 14,089 | -0.9% | 0.95% | -5.3% |
| Q1 2022 | $2,261,000 | -5.8% | 14,219 | -0.5% | 1.00% | -7.6% |
| Q4 2021 | $2,401,000 | +10.3% | 14,284 | 0.0% | 1.08% | +2.9% |
| Q3 2021 | $2,177,000 | +0.0% | 14,284 | 0.0% | 1.05% | -0.6% |
| Q2 2021 | $2,176,000 | +8.6% | 14,284 | 0.0% | 1.06% | +3.7% |
| Q1 2021 | $2,003,000 | +5.1% | 14,284 | 0.0% | 1.02% | -4.9% |
| Q4 2020 | $1,906,000 | +11.3% | 14,284 | 0.0% | 1.07% | -0.1% |
| Q3 2020 | $1,713,000 | +9.6% | 14,284 | 0.0% | 1.07% | +7.5% |
| Q2 2020 | $1,563,000 | +20.3% | 14,284 | 0.0% | 1.00% | +4.0% |
| Q1 2020 | $1,299,000 | -19.8% | 14,284 | -1.4% | 0.96% | -7.1% |
| Q4 2019 | $1,619,000 | +8.4% | 14,489 | 0.0% | 1.03% | +4.2% |
| Q3 2019 | $1,494,000 | +1.8% | 14,489 | 0.0% | 0.99% | +2.8% |
| Q2 2019 | $1,467,000 | +3.7% | 14,489 | 0.0% | 0.96% | +0.3% |
| Q1 2019 | $1,415,000 | +12.4% | 14,489 | 0.0% | 0.96% | -3.8% |
| Q4 2018 | $1,259,000 | -13.5% | 14,489 | 0.0% | 1.00% | -6.6% |
| Q3 2018 | $1,456,000 | +6.7% | 14,489 | -0.8% | 1.07% | +2.6% |
| Q2 2018 | $1,364,000 | – | 14,603 | – | 1.04% | – |
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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% |