VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 243 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $470,655 | -0.8% | 3,099 | +2.2% | 0.30% | +2.1% |
| Q2 2023 | $474,610 | +9.5% | 3,033 | +0.2% | 0.29% | +6.6% |
| Q1 2023 | $433,447 | +8.3% | 3,028 | +0.2% | 0.27% | +5.4% |
| Q4 2022 | $400,209 | +6.4% | 3,023 | +0.5% | 0.26% | -3.4% |
| Q3 2022 | $376,000 | -5.3% | 3,009 | 0.0% | 0.27% | -1.1% |
| Q2 2022 | $397,000 | -26.6% | 3,009 | -11.5% | 0.27% | -16.9% |
| Q1 2022 | $541,000 | -5.3% | 3,399 | +0.1% | 0.33% | -3.6% |
| Q4 2021 | $571,000 | +10.7% | 3,395 | +0.3% | 0.34% | +1.8% |
| Q3 2021 | $516,000 | +2.8% | 3,385 | +2.8% | 0.33% | +3.4% |
| Q2 2021 | $502,000 | +19.2% | 3,292 | +9.6% | 0.32% | +11.5% |
| Q1 2021 | $421,000 | +17.3% | 3,003 | +11.5% | 0.29% | +8.7% |
| Q4 2020 | $359,000 | – | 2,693 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 524,544 | $79,662,450 | 21.05% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 183,383 | $27,850,376 | 11.20% |
| Cadence Bank | 432,903 | $65,744,978 | 5.78% |
| Black Diamond Financial, LLC | 104,856 | $15,924,506 | 4.90% |
| Verus Financial Partners, Inc. | 224,790 | $34,590,730 | 4.51% |
| Buttonwood Financial Group, LLC | 40,155 | $5,985,873 | 4.37% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 397,205 | $60,324 | 4.22% |
| Equita Financial Network, Inc. | 36,681 | $5,571 | 3.43% |
| TriaGen Wealth Management LLC | 40,090 | $6,088,468 | 3.11% |
| Gray Wealth Management Inc. | 38,675 | $5,873,524 | 3.01% |