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 | $4,610,014 | -2.9% | 30,355 | 0.0% | 0.54% | -1.5% |
| Q2 2023 | $4,749,343 | +9.3% | 30,355 | 0.0% | 0.55% | +1.5% |
| Q1 2023 | $4,345,015 | +7.3% | 30,355 | -0.7% | 0.54% | +3.8% |
| Q4 2022 | $4,048,130 | +6.1% | 30,575 | 0.0% | 0.52% | -4.2% |
| Q3 2022 | $3,816,000 | -5.3% | 30,575 | 0.0% | 0.54% | -1.1% |
| Q2 2022 | $4,030,000 | -17.1% | 30,575 | 0.0% | 0.55% | -14.7% |
| Q1 2022 | $4,863,000 | -5.4% | 30,575 | 0.0% | 0.64% | +0.9% |
| Q4 2021 | $5,139,000 | +10.3% | 30,575 | 0.0% | 0.64% | -1.1% |
| Q3 2021 | $4,659,000 | +0.0% | 30,575 | 0.0% | 0.65% | -2.0% |
| Q2 2021 | $4,658,000 | +8.6% | 30,575 | 0.0% | 0.66% | -1.2% |
| Q1 2021 | $4,288,000 | +5.1% | 30,575 | 0.0% | 0.67% | -17.0% |
| Q4 2020 | $4,080,000 | +11.3% | 30,575 | 0.0% | 0.80% | -3.2% |
| Q3 2020 | $3,666,000 | +9.6% | 30,575 | 0.0% | 0.83% | -1.5% |
| Q2 2020 | $3,346,000 | +20.4% | 30,575 | 0.0% | 0.84% | +13.9% |
| Q1 2020 | $2,780,000 | -18.6% | 30,575 | 0.0% | 0.74% | -2.4% |
| Q4 2019 | $3,416,000 | – | 30,575 | – | 0.76% | – |
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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% |