VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 320 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,012,915 | -2.6% | 6,670 | +0.4% | 0.18% | +0.5% |
| Q2 2023 | $1,039,758 | +9.7% | 6,646 | +0.3% | 0.18% | -10.7% |
| Q1 2023 | $947,991 | +11.9% | 6,623 | +3.5% | 0.21% | +12.6% |
| Q4 2022 | $847,328 | +5.8% | 6,400 | -0.3% | 0.18% | -17.9% |
| Q3 2022 | $801,000 | -5.3% | 6,421 | 0.0% | 0.22% | -3.0% |
| Q2 2022 | $846,000 | -16.8% | 6,421 | +0.4% | 0.23% | -12.2% |
| Q1 2022 | $1,017,000 | – | 6,397 | – | 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% |