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 | $2,962 | -2.6% | 20 | +5.3% | 0.00% | 0.0% |
| Q2 2023 | $3,040 | +9.7% | 19 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,772 | +8.5% | 19 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,554 | +27.7% | 19 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 19 | +5.6% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | -33.3% | 18 | +5.9% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | +50.0% | 17 | +30.8% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | – | 13 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 534,164 | $70,408,000 | 20.04% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 197,074 | $25,976,000 | 9.97% |
| Cadence Bank | 464,918 | $61,281,000 | 8.80% |
| Global Endowment Management, LP | 687,821 | $90,662,000 | 7.94% |
| Black Diamond Financial, LLC | 110,418 | $14,554,000 | 5.73% |
| Verus Financial Partners, Inc. | 247,991 | $34,605,000 | 4.96% |
| Gray Wealth Management Inc. | 38,971 | $5,137 | 3.11% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 304,837 | $40,181,000 | 3.08% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 264,447 | $34,857,000 | 2.94% |
| TriaGen Wealth Management LLC | 27,398 | $3,611,000 | 2.56% |