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. | 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% |