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 | $2,265,585 | -3.5% | 14,918 | -0.6% | 1.75% | +1.2% |
| Q2 2023 | $2,348,453 | +7.7% | 15,010 | -1.5% | 1.73% | -1.3% |
| Q1 2023 | $2,180,155 | +5.5% | 15,231 | -2.4% | 1.75% | +0.1% |
| Q4 2022 | $2,066,136 | +3.4% | 15,605 | -2.5% | 1.75% | -14.7% |
| Q3 2022 | $1,998,000 | -5.8% | 16,011 | -0.5% | 2.05% | -0.6% |
| Q2 2022 | $2,122,000 | -18.4% | 16,099 | -1.5% | 2.07% | -6.6% |
| Q1 2022 | $2,599,000 | -45.1% | 16,340 | -41.9% | 2.21% | -32.6% |
| Q4 2021 | $4,730,000 | +10.1% | 28,140 | -0.2% | 3.28% | +8.8% |
| Q3 2021 | $4,297,000 | -2.6% | 28,200 | -2.7% | 3.02% | -3.3% |
| Q2 2021 | $4,413,000 | +7.8% | 28,970 | -0.8% | 3.12% | -0.3% |
| Q1 2021 | $4,094,000 | -0.2% | 29,196 | -5.0% | 3.13% | -14.3% |
| Q4 2020 | $4,103,000 | +9.5% | 30,745 | -1.6% | 3.65% | -3.7% |
| Q3 2020 | $3,747,000 | +7.4% | 31,249 | -2.0% | 3.79% | -0.7% |
| Q2 2020 | $3,489,000 | +1.4% | 31,873 | -15.7% | 3.82% | -9.0% |
| Q1 2020 | $3,440,000 | -12.0% | 37,829 | +8.1% | 4.20% | +3.6% |
| Q4 2019 | $3,909,000 | – | 34,988 | – | 4.05% | – |
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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% |