VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 320 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $348,914 | -2.6% | 2,297 | +0.3% | 0.16% | +2.6% |
| Q2 2023 | $358,109 | +9.7% | 2,289 | +0.4% | 0.15% | +0.7% |
| Q1 2023 | $326,473 | +8.5% | 2,281 | +0.4% | 0.15% | +2.0% |
| Q4 2022 | $300,900 | +7.1% | 2,273 | +0.9% | 0.15% | -8.1% |
| Q3 2022 | $281,000 | -5.4% | 2,252 | 0.0% | 0.16% | +15.8% |
| Q2 2022 | $297,000 | -16.8% | 2,252 | +0.4% | 0.14% | -24.5% |
| Q1 2022 | $357,000 | -5.1% | 2,244 | +0.3% | 0.18% | +1.7% |
| Q4 2021 | $376,000 | +10.9% | 2,237 | +0.7% | 0.18% | +0.6% |
| Q3 2021 | $339,000 | 0.0% | 2,222 | 0.0% | 0.18% | -3.7% |
| Q2 2021 | $339,000 | +9.4% | 2,222 | +0.6% | 0.19% | -3.1% |
| Q1 2021 | $310,000 | +5.1% | 2,209 | 0.0% | 0.19% | +7.2% |
| Q4 2020 | $295,000 | +11.7% | 2,209 | +0.5% | 0.18% | -22.4% |
| Q3 2020 | $264,000 | – | 2,199 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 524,544 | $79,662,450 | 21.05% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 183,383 | $27,850,376 | 11.20% |
| Cadence Bank | 432,903 | $65,744,978 | 5.78% |
| Black Diamond Financial, LLC | 104,856 | $15,924,506 | 4.90% |
| Verus Financial Partners, Inc. | 224,790 | $34,590,730 | 4.51% |
| Buttonwood Financial Group, LLC | 40,155 | $5,985,873 | 4.37% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 397,205 | $60,324 | 4.22% |
| Equita Financial Network, Inc. | 36,681 | $5,571 | 3.43% |
| TriaGen Wealth Management LLC | 40,090 | $6,088,468 | 3.11% |
| Gray Wealth Management Inc. | 38,675 | $5,873,524 | 3.01% |