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 | $900,390 | -4.6% | 5,929 | -1.7% | 0.38% | -1.8% |
| Q2 2023 | $943,570 | -22.7% | 6,031 | -29.3% | 0.39% | -24.4% |
| Q1 2023 | $1,221,299 | -13.4% | 8,532 | -19.9% | 0.51% | -17.0% |
| Q4 2022 | $1,410,848 | -11.8% | 10,656 | -16.8% | 0.62% | -18.6% |
| Q3 2022 | $1,599,000 | -12.0% | 12,809 | -7.1% | 0.76% | -10.3% |
| Q2 2022 | $1,818,000 | -25.2% | 13,793 | -4.6% | 0.84% | -22.5% |
| Q1 2022 | $2,430,000 | 0.0% | 14,458 | 0.0% | 1.09% | 0.0% |
| Q4 2021 | $2,430,000 | +279.7% | 14,458 | +244.0% | 1.09% | +203.1% |
| Q3 2021 | $640,000 | +11.3% | 4,203 | +11.4% | 0.36% | +7.1% |
| Q2 2021 | $575,000 | -8.6% | 3,772 | -12.2% | 0.34% | -17.8% |
| Q1 2021 | $629,000 | +57.2% | 4,297 | +44.8% | 0.41% | +18.9% |
| Q4 2020 | $400,000 | – | 2,967 | – | 0.34% | – |
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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% |