VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 322 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,865,009 | -10.2% | 18,865 | -7.5% | 0.04% | -9.1% |
| Q2 2023 | $3,191,099 | -3.2% | 20,396 | -11.5% | 0.04% | -10.2% |
| Q1 2023 | $3,298,088 | -7.2% | 23,041 | -14.1% | 0.05% | -14.0% |
| Q4 2022 | $3,552,894 | +2.0% | 26,835 | -3.5% | 0.06% | -5.0% |
| Q3 2022 | $3,483,121 | -2.9% | 27,813 | +2.2% | 0.06% | -10.4% |
| Q2 2022 | $3,586,000 | -9.0% | 27,212 | +9.8% | 0.07% | +1.5% |
| Q1 2022 | $3,942,000 | – | 24,791 | – | 0.07% | – |
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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% |