VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 304 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $47,877 | +9.3% | 306 | 0.0% | 0.03% | +44.4% |
| Q1 2023 | $43,801 | -57.0% | 306 | -60.3% | 0.02% | -64.0% |
| Q4 2022 | $101,948 | -21.6% | 770 | -26.3% | 0.05% | -16.7% |
| Q3 2022 | $130,000 | -15.0% | 1,045 | -10.0% | 0.06% | -13.0% |
| Q2 2022 | $153,000 | -60.2% | 1,161 | -51.9% | 0.07% | -12.7% |
| Q1 2022 | $384,000 | +81.1% | 2,412 | +91.0% | 0.08% | -15.1% |
| Q4 2021 | $212,000 | +1.0% | 1,263 | -8.3% | 0.09% | -8.8% |
| Q3 2021 | $210,000 | -0.9% | 1,377 | -1.1% | 0.10% | -6.4% |
| Q2 2021 | $212,000 | +1.0% | 1,393 | -6.9% | 0.11% | -12.1% |
| Q1 2021 | $210,000 | -6.2% | 1,497 | -10.7% | 0.12% | -17.3% |
| Q4 2020 | $224,000 | +10.3% | 1,676 | -0.9% | 0.15% | 0.0% |
| Q3 2020 | $203,000 | +3.0% | 1,692 | -5.8% | 0.15% | -2.0% |
| Q2 2020 | $197,000 | +72.8% | 1,796 | +43.8% | 0.15% | +41.7% |
| Q1 2020 | $114,000 | +10.7% | 1,249 | +35.8% | 0.11% | +24.1% |
| Q4 2019 | $103,000 | – | 920 | – | 0.09% | – |
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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% |