VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 255 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121,372 | -2.9% | 799 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $125,040 | +9.7% | 799 | +0.4% | 0.07% | +5.9% |
| Q1 2023 | $113,994 | +8.5% | 796 | +0.3% | 0.07% | 0.0% |
| Q4 2022 | $105,064 | +6.1% | 794 | 0.0% | 0.07% | -2.9% |
| Q3 2022 | $99,000 | -5.7% | 794 | 0.0% | 0.07% | -10.3% |
| Q2 2022 | $105,000 | -16.7% | 794 | 0.0% | 0.08% | -15.2% |
| Q1 2022 | $126,000 | -5.3% | 794 | 0.0% | 0.09% | -2.1% |
| Q4 2021 | $133,000 | +10.8% | 794 | +0.8% | 0.09% | +5.6% |
| Q3 2021 | $120,000 | 0.0% | 788 | 0.0% | 0.09% | -6.3% |
| Q2 2021 | $120,000 | +9.1% | 788 | +0.6% | 0.10% | -3.1% |
| Q1 2021 | $110,000 | +4.8% | 783 | 0.0% | 0.10% | -4.9% |
| Q4 2020 | $105,000 | – | 783 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 532,419 | $66,457,000 | 19.95% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 184,339 | $23,009,000 | 9.16% |
| Global Endowment Management, LP | 547,941 | $68,394,000 | 6.90% |
| Cadence Bank | 454,989 | $56,792,000 | 5.88% |
| Black Diamond Financial, LLC | 109,816 | $13,707,000 | 5.52% |
| Verus Financial Partners, Inc. | 246,191 | $31,860,000 | 4.82% |
| STEPH & CO | 39,994 | $4,992,000 | 3.48% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 258,857 | $32,462,000 | 3.08% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 308,528 | $38,692,000 | 3.07% |
| Gray Wealth Management Inc. | 38,476 | $4,803 | 3.07% |