VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 412 filers reported holding VANGUARD WORLD FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,738,356 | +12.8% | 8,811 | +6.8% | 0.99% | +8.1% |
| Q1 2024 | $1,541,695 | +19.5% | 8,250 | +8.2% | 0.91% | +11.5% |
| Q4 2023 | $1,290,502 | +10.0% | 7,623 | -1.3% | 0.82% | -1.4% |
| Q3 2023 | $1,173,226 | -4.0% | 7,725 | -1.1% | 0.83% | -2.9% |
| Q2 2023 | $1,222,205 | +12.9% | 7,812 | +3.3% | 0.86% | +8.8% |
| Q1 2023 | $1,082,710 | +8.3% | 7,564 | +0.2% | 0.79% | +17.3% |
| Q4 2022 | $999,370 | – | 7,548 | – | 0.67% | – |
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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% |