VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 304 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,521,816 | -5.4% | 16,605 | -2.5% | 0.95% | +4.2% |
| Q2 2023 | $2,664,557 | +7.9% | 17,030 | -1.3% | 0.91% | +3.8% |
| Q1 2023 | $2,469,027 | -1.2% | 17,249 | -8.6% | 0.88% | -8.3% |
| Q4 2022 | $2,499,332 | +3.0% | 18,877 | -2.9% | 0.96% | -4.5% |
| Q3 2022 | $2,426,000 | -5.7% | 19,438 | -0.5% | 1.00% | -24.9% |
| Q2 2022 | $2,574,000 | -20.1% | 19,531 | -3.5% | 1.34% | +15.4% |
| Q1 2022 | $3,220,000 | -9.4% | 20,248 | -4.3% | 1.16% | +4.1% |
| Q4 2021 | $3,555,000 | +2.1% | 21,150 | -7.4% | 1.11% | -4.5% |
| Q3 2021 | $3,481,000 | -7.5% | 22,842 | -7.6% | 1.16% | -9.6% |
| Q2 2021 | $3,765,000 | -48.8% | 24,717 | -52.9% | 1.29% | -58.5% |
| Q1 2021 | $7,352,000 | -3.9% | 52,425 | -8.6% | 3.11% | -9.4% |
| Q4 2020 | $7,654,000 | – | 57,357 | – | 3.43% | – |
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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% |