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 | $1,467,216 | +5.9% | 9,661 | +9.2% | 0.22% | +10.2% |
| Q2 2023 | $1,384,827 | +9.3% | 8,851 | 0.0% | 0.20% | +3.7% |
| Q1 2023 | $1,266,932 | +8.1% | 8,851 | 0.0% | 0.19% | +2.7% |
| Q4 2022 | $1,171,872 | +6.1% | 8,851 | 0.0% | 0.18% | -3.7% |
| Q3 2022 | $1,105,000 | -5.3% | 8,851 | 0.0% | 0.19% | -0.5% |
| Q2 2022 | $1,167,000 | -17.1% | 8,851 | 0.0% | 0.19% | -8.6% |
| Q1 2022 | $1,408,000 | -5.8% | 8,851 | -0.5% | 0.21% | -6.7% |
| Q4 2021 | $1,495,000 | +10.3% | 8,893 | 0.0% | 0.22% | +6.6% |
| Q3 2021 | $1,355,000 | 0.0% | 8,893 | 0.0% | 0.21% | +1.4% |
| Q2 2021 | $1,355,000 | -92.5% | 8,893 | -93.1% | 0.21% | -92.8% |
| Q1 2021 | $18,077,000 | -0.4% | 128,912 | -5.2% | 2.90% | -0.9% |
| Q4 2020 | $18,153,000 | +13.2% | 136,030 | +1.7% | 2.93% | -4.4% |
| Q3 2020 | $16,030,000 | +10.9% | 133,694 | -32.0% | 3.07% | +7.1% |
| Q2 2020 | $14,456,000 | +24.7% | 196,488 | +54.1% | 2.86% | +2.8% |
| Q1 2020 | $11,596,000 | -23.7% | 127,516 | -6.3% | 2.78% | -4.2% |
| Q4 2019 | $15,197,000 | – | 136,029 | – | 2.90% | – |
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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% |