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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $41,798,823 | +79.2% | 251,240 | +63.6% | 2.33% | +41.2% |
| Q3 2023 | $23,329,177 | +22.1% | 153,613 | +25.8% | 1.65% | +21.2% |
| Q2 2023 | $19,101,610 | +55.8% | 122,086 | +31.8% | 1.36% | +21.6% |
| Q4 2022 | $12,263,895 | +97.2% | 92,628 | +85.9% | 1.12% | +54.4% |
| Q3 2022 | $6,219,000 | +9.9% | 49,821 | +16.1% | 0.72% | +7.3% |
| Q2 2022 | $5,658,000 | -21.3% | 42,922 | -5.1% | 0.68% | -33.4% |
| Q1 2022 | $7,193,000 | -6.7% | 45,229 | -1.4% | 1.01% | +3.1% |
| Q4 2021 | $7,711,000 | -44.9% | 45,879 | -49.8% | 0.98% | -14.5% |
| Q3 2021 | $13,988,000 | +3.4% | 91,411 | +3.0% | 1.15% | -11.7% |
| Q2 2021 | $13,525,000 | +121.8% | 88,781 | +104.2% | 1.30% | -32.2% |
| Q1 2021 | $6,097,000 | +3.2% | 43,476 | -1.8% | 1.92% | -7.2% |
| Q4 2020 | $5,906,000 | +9.7% | 44,254 | -1.5% | 2.07% | -4.2% |
| Q3 2020 | $5,385,000 | +21.9% | 44,914 | +11.3% | 2.16% | +5.1% |
| Q2 2020 | $4,417,000 | +27.5% | 40,358 | +5.9% | 2.06% | +1.7% |
| Q1 2020 | $3,464,000 | – | 38,092 | – | 2.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 499,053 | $83,881,000 | 19.87% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 203,697 | $34,237,000 | 11.70% |
| Cadence Bank | 493,035 | $82,870,000 | 10.33% |
| Global Endowment Management, LP | 687,821 | $115,609,000 | 8.43% |
| WIN ADVISORS, INC | 177,033 | $29,756,000 | 6.82% |
| Black Diamond Financial, LLC | 113,069 | $19,005,000 | 6.40% |
| Verus Financial Partners, Inc. | 258,960 | $43,526,000 | 5.76% |
| Gray Wealth Management Inc. | 39,280 | $6,602 | 3.29% |
| HILLTOP WEALTH ADVISORS, LLC | 28,140 | $4,730,000 | 3.28% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 278,195 | $46,759,000 | 3.11% |