VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 302 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 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% |