VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 322 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $785,538 | +73.6% | 5,172 | +78.8% | 0.32% | +91.0% |
| Q2 2023 | $452,416 | -44.5% | 2,892 | -49.2% | 0.17% | -47.8% |
| Q1 2023 | $814,575 | +6.1% | 5,691 | -1.9% | 0.32% | +2.3% |
| Q4 2022 | $767,910 | +6.1% | 5,800 | +0.0% | 0.31% | -0.6% |
| Q3 2022 | $724,000 | -5.2% | 5,798 | 0.0% | 0.31% | 0.0% |
| Q2 2022 | $764,000 | -15.2% | 5,798 | +2.3% | 0.31% | -1.3% |
| Q1 2022 | $901,000 | -6.7% | 5,667 | -1.4% | 0.32% | -4.8% |
| Q4 2021 | $966,000 | +8.7% | 5,750 | -1.4% | 0.33% | 0.0% |
| Q3 2021 | $889,000 | -1.1% | 5,834 | -1.1% | 0.33% | -5.1% |
| Q2 2021 | $899,000 | +9.4% | 5,900 | +0.6% | 0.35% | -0.6% |
| Q1 2021 | $822,000 | +4.2% | 5,865 | -0.8% | 0.35% | -7.3% |
| Q4 2020 | $789,000 | +11.3% | 5,910 | +0.0% | 0.38% | -4.5% |
| Q3 2020 | $709,000 | +8.4% | 5,909 | -1.1% | 0.40% | -0.5% |
| Q2 2020 | $654,000 | +21.3% | 5,974 | +0.8% | 0.40% | -2.9% |
| Q1 2020 | $539,000 | +60.9% | 5,924 | +97.7% | 0.41% | +97.6% |
| Q4 2019 | $335,000 | +8.4% | 2,996 | 0.0% | 0.21% | -5.4% |
| Q3 2019 | $309,000 | +2.0% | 2,996 | 0.0% | 0.22% | +3.3% |
| Q2 2019 | $303,000 | +3.4% | 2,996 | 0.0% | 0.21% | -35.3% |
| Q1 2019 | $293,000 | +12.7% | 2,996 | 0.0% | 0.33% | +45.2% |
| Q4 2018 | $260,000 | – | 2,996 | – | 0.23% | – |
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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% |