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 | $323,308 | -51.8% | 2,082 | -50.8% | 0.10% | -51.7% |
Q2 2023 | $671,400 | -71.4% | 4,234 | -74.2% | 0.21% | -74.2% |
Q1 2023 | $2,350,226 | +320.8% | 16,385 | +295.7% | 0.81% | +293.2% |
Q4 2022 | $558,504 | -66.4% | 4,141 | -61.5% | 0.21% | -70.3% |
Q3 2022 | $1,662,000 | +1.4% | 10,764 | -10.9% | 0.69% | -22.2% |
Q2 2022 | $1,639,000 | -27.5% | 12,087 | -15.0% | 0.89% | -12.0% |
Q1 2022 | $2,261,000 | +111.9% | 14,218 | +110.9% | 1.01% | +16.2% |
Q4 2021 | $1,067,000 | +1.4% | 6,741 | 0.0% | 0.87% | -4.8% |
Q3 2021 | $1,052,000 | +21.1% | 6,741 | +18.2% | 0.92% | +19.9% |
Q2 2021 | $869,000 | – | 5,702 | – | 0.76% | – |
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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% |