VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 200 filers reported holding VANGUARD WORLD FD in Q2 2020. The put-call ratio across all filers is 0.28 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,392,376 | -2.7% | 75,014 | +0.3% | 1.48% | +1.4% |
Q2 2023 | $11,704,303 | +7.2% | 74,807 | -1.9% | 1.46% | +1.0% |
Q1 2023 | $10,916,858 | +10.0% | 76,267 | +1.8% | 1.44% | +3.6% |
Q4 2022 | $9,922,983 | +6.9% | 74,947 | +0.7% | 1.40% | -7.4% |
Q3 2022 | $9,286,000 | -6.3% | 74,392 | -1.0% | 1.51% | -2.4% |
Q2 2022 | $9,907,000 | -17.6% | 75,160 | -0.5% | 1.54% | -8.3% |
Q1 2022 | $12,018,000 | -1.5% | 75,564 | +4.1% | 1.68% | -2.6% |
Q4 2021 | $12,197,000 | +14.1% | 72,569 | +3.4% | 1.73% | +3.7% |
Q3 2021 | $10,694,000 | +3.7% | 70,177 | +3.6% | 1.67% | +2.9% |
Q2 2021 | $10,316,000 | +2.1% | 67,715 | -6.0% | 1.62% | -1.5% |
Q1 2021 | $10,101,000 | +10.1% | 72,030 | +4.8% | 1.64% | +0.2% |
Q4 2020 | $9,172,000 | +29.1% | 68,727 | +16.0% | 1.64% | +22.2% |
Q3 2020 | $7,106,000 | +24.3% | 59,262 | +13.4% | 1.34% | +15.4% |
Q2 2020 | $5,718,000 | – | 52,247 | – | 1.16% | – |
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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% |