VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 320 filers reported holding VANGUARD WORLD FD in Q2 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.4%.
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. | 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% |