VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 285 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,656 | +0.2% | 17,496 | +3.2% | 2.32% | +5.5% |
Q2 2023 | $2,652 | +9.9% | 16,951 | +0.4% | 2.19% | -0.0% |
Q1 2023 | $2,413 | +7.4% | 16,889 | -0.5% | 2.20% | +2.9% |
Q4 2022 | $2,246 | -99.8% | 16,969 | +72.7% | 2.13% | +74.6% |
Q3 2022 | $1,226,000 | +53.2% | 9,825 | +61.8% | 1.22% | -52.3% |
Q2 2022 | $800,000 | -45.7% | 6,074 | -34.5% | 2.56% | +139.8% |
Q1 2022 | $1,474,000 | -5.2% | 9,277 | +0.2% | 1.07% | +0.7% |
Q4 2021 | $1,555,000 | -3.2% | 9,254 | -12.2% | 1.06% | -15.2% |
Q3 2021 | $1,606,000 | +0.1% | 10,541 | +0.0% | 1.25% | -3.9% |
Q2 2021 | $1,605,000 | +8.9% | 10,540 | +0.3% | 1.30% | -1.2% |
Q1 2021 | $1,474,000 | +5.4% | 10,509 | +0.3% | 1.32% | -1.9% |
Q4 2020 | $1,398,000 | – | 10,476 | – | 1.34% | – |
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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% |