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 | $4,026,072 | -4.9% | 26,510 | -2.1% | 1.45% | +0.5% |
| Q2 2023 | $4,235,286 | +13.1% | 27,069 | +3.4% | 1.44% | +7.4% |
| Q1 2023 | $3,745,697 | +9.9% | 26,168 | +1.7% | 1.34% | +1.6% |
| Q4 2022 | $3,406,741 | +21.6% | 25,731 | +14.6% | 1.32% | +11.8% |
| Q3 2022 | $2,802,000 | -5.7% | 22,446 | -0.4% | 1.18% | -0.3% |
| Q2 2022 | $2,970,000 | +27.0% | 22,531 | +53.3% | 1.19% | +24.0% |
| Q1 2022 | $2,338,000 | -4.1% | 14,700 | +1.4% | 0.96% | +6.6% |
| Q4 2021 | $2,437,000 | +11.6% | 14,496 | +1.2% | 0.90% | -20.5% |
| Q3 2021 | $2,184,000 | +4.4% | 14,329 | +4.4% | 1.13% | -0.1% |
| Q2 2021 | $2,091,000 | +15.1% | 13,728 | +6.0% | 1.13% | +4.1% |
| Q1 2021 | $1,816,000 | +9.3% | 12,953 | +4.0% | 1.08% | +0.1% |
| Q4 2020 | $1,662,000 | – | 12,453 | – | 1.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 499,053 | $83,881,000 | 19.87% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 203,697 | $34,237,000 | 11.70% |
| Cadence Bank | 493,035 | $82,870,000 | 10.33% |
| Global Endowment Management, LP | 687,821 | $115,609,000 | 8.43% |
| WIN ADVISORS, INC | 177,033 | $29,756,000 | 6.82% |
| Black Diamond Financial, LLC | 113,069 | $19,005,000 | 6.40% |
| Verus Financial Partners, Inc. | 258,960 | $43,526,000 | 5.76% |
| Gray Wealth Management Inc. | 39,280 | $6,602 | 3.29% |
| HILLTOP WEALTH ADVISORS, LLC | 28,140 | $4,730,000 | 3.28% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 278,195 | $46,759,000 | 3.11% |