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 | $1,499,521 | -13.7% | 9,874 | -11.1% | 0.21% | -9.4% |
Q2 2023 | $1,738,434 | +9.4% | 11,111 | +0.0% | 0.23% | +0.4% |
Q1 2023 | $1,589,680 | +5.8% | 11,106 | -2.1% | 0.23% | -1.7% |
Q4 2022 | $1,502,000 | +2.1% | 11,345 | -3.7% | 0.24% | -2.1% |
Q3 2022 | $1,471,000 | -5.9% | 11,782 | -0.7% | 0.24% | +19.8% |
Q2 2022 | $1,564,000 | -8.9% | 11,867 | +9.9% | 0.20% | -19.8% |
Q1 2022 | $1,717,000 | -13.1% | 10,797 | -8.1% | 0.25% | -9.7% |
Q4 2021 | $1,975,000 | +9.7% | 11,748 | -0.6% | 0.28% | +0.7% |
Q3 2021 | $1,800,000 | -5.6% | 11,814 | -5.6% | 0.28% | -10.1% |
Q2 2021 | $1,906,000 | +4.3% | 12,514 | -4.0% | 0.31% | -5.2% |
Q1 2021 | $1,827,000 | -0.2% | 13,030 | -5.0% | 0.32% | -13.1% |
Q4 2020 | $1,831,000 | – | 13,717 | – | 0.37% | – |
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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% |