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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,924,506 | -5.0% | 104,856 | -2.1% | 4.90% | -1.2% |
| Q2 2023 | $16,754,186 | +9.2% | 107,083 | -0.1% | 4.96% | -1.5% |
| Q1 2023 | $15,339,688 | +6.6% | 107,166 | -1.4% | 5.04% | -3.2% |
| Q4 2022 | $14,394,445 | +5.0% | 108,719 | -1.0% | 5.20% | -5.8% |
| Q3 2022 | $13,707,000 | -5.8% | 109,816 | -0.5% | 5.52% | -3.7% |
| Q2 2022 | $14,554,000 | -18.5% | 110,418 | -1.7% | 5.73% | +1.7% |
| Q1 2022 | $17,858,000 | -6.0% | 112,283 | -0.7% | 5.64% | -12.0% |
| Q4 2021 | $19,005,000 | +114.9% | 113,069 | +94.8% | 6.40% | +50.7% |
| Q3 2021 | $8,845,000 | -49.9% | 58,045 | -49.9% | 4.25% | -38.4% |
| Q2 2021 | $17,656,000 | +9.3% | 115,898 | +0.6% | 6.90% | +0.6% |
| Q1 2021 | $16,153,000 | +7.5% | 115,190 | +2.3% | 6.86% | -0.6% |
| Q4 2020 | $15,030,000 | +4.2% | 112,628 | -6.4% | 6.90% | -14.7% |
| Q3 2020 | $14,423,000 | +9.6% | 120,296 | +0.1% | 8.08% | -5.9% |
| Q2 2020 | $13,156,000 | +39.9% | 120,205 | +16.2% | 8.59% | +20.3% |
| Q1 2020 | $9,404,000 | +185.1% | 103,414 | +250.2% | 7.14% | +198.8% |
| Q4 2019 | $3,299,000 | +5.7% | 29,530 | -2.4% | 2.39% | +3.8% |
| Q3 2019 | $3,121,000 | +15.1% | 30,270 | +13.0% | 2.30% | -0.4% |
| Q2 2019 | $2,712,000 | +3.0% | 26,790 | -0.6% | 2.31% | -1.9% |
| Q1 2019 | $2,633,000 | +54.1% | 26,950 | +61.4% | 2.36% | +75.0% |
| Q4 2018 | $1,709,000 | – | 16,700 | – | 1.35% | – |
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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% |