VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 255 filers reported holding VANGUARD WORLD FD in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $861,911 | -3.7% | 5,675 | -0.8% | 0.25% | -14.7% |
Q2 2023 | $895,138 | +9.4% | 5,721 | +0.1% | 0.29% | +17.2% |
Q1 2023 | $818,128 | +8.2% | 5,716 | +0.1% | 0.25% | +13.6% |
Q4 2022 | $755,982 | +7.7% | 5,710 | +1.6% | 0.22% | +4.8% |
Q3 2022 | $702,000 | -5.5% | 5,621 | -0.4% | 0.21% | +1.0% |
Q2 2022 | $743,000 | -29.3% | 5,641 | -14.6% | 0.21% | -21.2% |
Q1 2022 | $1,051,000 | -81.1% | 6,607 | -79.9% | 0.26% | -84.0% |
Q4 2021 | $5,570,000 | +10.9% | 32,888 | -0.2% | 1.65% | -2.8% |
Q3 2021 | $5,024,000 | +0.8% | 32,967 | +0.8% | 1.70% | +2.0% |
Q2 2021 | $4,983,000 | +8.0% | 32,711 | -0.6% | 1.67% | -10.9% |
Q1 2021 | $4,613,000 | -14.7% | 32,894 | -18.8% | 1.87% | -17.7% |
Q4 2020 | $5,405,000 | – | 40,502 | – | 2.28% | – |
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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% |