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 | $821,036 | -3.0% | 5,406 | -0.1% | 0.04% | -2.4% |
| Q2 2023 | $846,836 | +11.7% | 5,412 | +2.2% | 0.04% | +2.4% |
| Q1 2023 | $758,356 | -14.7% | 5,298 | -21.1% | 0.04% | -24.1% |
| Q4 2022 | $888,801 | -24.3% | 6,713 | -24.6% | 0.05% | -31.6% |
| Q3 2022 | $1,174,000 | 0.0% | 8,904 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $1,174,000 | -29.9% | 8,904 | -10.6% | 0.08% | -21.0% |
| Q4 2021 | $1,674,000 | -23.6% | 9,959 | -30.8% | 0.10% | +42.9% |
| Q3 2021 | $2,192,000 | +8.8% | 14,386 | +8.8% | 0.07% | +9.4% |
| Q2 2021 | $2,015,000 | +8.5% | 13,227 | -0.1% | 0.06% | -4.5% |
| Q1 2021 | $1,857,000 | – | 13,240 | – | 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% |