VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 308 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $36,555,864 | +6.1% | 185,290 | +0.5% | 12.45% | +1.3% |
Q1 2024 | $34,459,202 | +13.0% | 184,402 | +2.3% | 12.29% | -4.7% |
Q4 2023 | $30,507,134 | +9.5% | 180,217 | -1.7% | 12.89% | +15.0% |
Q3 2023 | $27,850,376 | -1.8% | 183,383 | +1.1% | 11.20% | +0.4% |
Q2 2023 | $28,367,137 | +7.9% | 181,306 | -1.3% | 11.16% | +13.5% |
Q1 2023 | $26,295,247 | +9.9% | 183,703 | +1.6% | 9.83% | +1.1% |
Q4 2022 | $23,927,725 | +4.0% | 180,723 | -2.0% | 9.73% | +6.2% |
Q3 2022 | $23,009,000 | -11.4% | 184,339 | -6.5% | 9.16% | -8.2% |
Q2 2022 | $25,976,000 | -14.3% | 197,074 | +3.4% | 9.97% | -6.9% |
Q1 2022 | $30,303,000 | -11.5% | 190,534 | -6.5% | 10.70% | -8.5% |
Q4 2021 | $34,237,000 | +16.0% | 203,697 | +5.2% | 11.70% | +8.4% |
Q3 2021 | $29,509,000 | +5.5% | 193,638 | +5.5% | 10.80% | +4.4% |
Q2 2021 | $27,966,000 | +8.3% | 183,574 | -0.3% | 10.35% | +7.8% |
Q1 2021 | $25,818,000 | +16.0% | 184,109 | +10.4% | 9.60% | +13.6% |
Q4 2020 | $22,259,000 | +12.2% | 166,795 | +0.8% | 8.44% | -0.9% |
Q3 2020 | $19,847,000 | +293.2% | 165,530 | +259.0% | 8.52% | +259.9% |
Q2 2020 | $5,047,000 | +97.5% | 46,109 | +64.1% | 2.37% | +73.4% |
Q1 2020 | $2,555,000 | – | 28,094 | – | 1.37% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 503,011 | $55,055,000 | 18.93% |
Global Endowment Management, LP | 1,410,500 | $154,380,000 | 11.55% |
Cadence Bank | 423,487 | $46,350,000 | 9.56% |
Black Diamond Financial, LLC | 120,205 | $13,156,000 | 8.59% |
Verus Financial Partners, Inc. | 290,062 | $31,747,000 | 6.84% |
HILLTOP WEALTH ADVISORS, LLC | 31,873 | $3,489,000 | 3.82% |
Gray Wealth Management Inc. | 37,583 | $4,112 | 3.55% |
Capital Advantage, Inc. | 84,579 | $9,257,000 | 3.29% |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 302,549 | $33,117,000 | 3.22% |
Heartwood Wealth Advisors LLC | 196,488 | $14,456,000 | 2.86% |