VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 8 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $137,097 | -2.6% | 903 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $140,715 | +9.7% | 899 | +0.3% | 0.01% | -12.5% |
| Q1 2023 | $128,282 | +8.5% | 896 | +0.3% | 0.01% | +14.3% |
| Q4 2022 | $118,233 | +8.5% | 893 | +1.7% | 0.01% | -12.5% |
| Q3 2022 | $109,000 | -6.0% | 878 | 0.0% | 0.01% | +33.3% |
| Q2 2022 | $116,000 | -83.6% | 878 | -80.3% | 0.01% | -80.0% |
| Q1 2022 | $707,000 | -24.9% | 4,447 | -20.7% | 0.03% | -16.7% |
| Q4 2021 | $942,000 | +12.1% | 5,607 | +2.8% | 0.04% | +12.5% |
| Q3 2021 | $840,000 | -12.9% | 5,452 | -12.8% | 0.03% | -15.8% |
| Q2 2021 | $964,000 | -26.5% | 6,250 | -29.5% | 0.04% | +2.7% |
| Q1 2021 | $1,311,000 | +42.5% | 8,870 | +1.8% | 0.04% | 0.0% |
| Q4 2020 | $920,000 | +147.3% | 8,715 | +175.4% | 0.04% | +94.7% |
| Q3 2020 | $372,000 | +71.4% | 3,164 | +54.2% | 0.02% | +58.3% |
| Q2 2020 | $217,000 | +17.3% | 2,052 | -1.3% | 0.01% | 0.0% |
| Q1 2020 | $185,000 | +10.1% | 2,078 | +38.5% | 0.01% | +33.3% |
| Q4 2019 | $168,000 | +9.8% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $153,000 | +51.5% | 1,500 | +50.0% | 0.01% | +50.0% |
| Q2 2019 | $101,000 | +4.1% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $97,000 | +12.8% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $86,000 | -14.0% | 1,000 | 0.0% | 0.01% | -14.3% |
| Q3 2018 | $100,000 | +11.1% | 1,000 | 0.0% | 0.01% | -12.5% |
| Q1 2018 | $90,000 | -1.1% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $91,000 | – | 1,000 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 507,718 | $77,346,000 | 19.44% |
| Global Endowment Management, LP | 1,330,600 | $202,703,000 | 11.42% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 183,574 | $27,966,000 | 10.35% |
| Cadence Bank | 450,908 | $68,691,000 | 9.98% |
| Black Diamond Financial, LLC | 115,898 | $17,656,000 | 6.90% |
| Verus Financial Partners, Inc. | 261,559 | $40,223,000 | 6.14% |
| Gray Wealth Management Inc. | 38,578 | $5,877 | 3.38% |
| Capital Advantage, Inc. | 82,218 | $12,525,000 | 3.28% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 335,969 | $51,183,000 | 3.21% |
| HILLTOP WEALTH ADVISORS, LLC | 28,970 | $4,413,000 | 3.12% |