VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 304 filers reported holding VANGUARD WORLD FD in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,072 | +3.4% | 1,574 | +6.6% | 0.03% | +3.3% |
| Q2 2023 | $231,165 | +9.4% | 1,477 | +0.1% | 0.03% | +3.4% |
| Q1 2023 | $211,258 | +5.1% | 1,476 | -3.4% | 0.03% | -19.4% |
| Q2 2022 | $201,000 | -1.0% | 1,528 | +19.9% | 0.04% | 0.0% |
| Q1 2022 | $203,000 | -1.5% | 1,274 | +3.9% | 0.04% | -7.7% |
| Q4 2021 | $206,000 | – | 1,226 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 507,718 | $77,346,000 | 19.44% |
| Global Endowment Management, LP | 1,330,600 | $202,703,000 | 11.42% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 183,574 | $27,966,000 | 10.35% |
| Cadence Bank | 450,908 | $68,691,000 | 9.98% |
| Black Diamond Financial, LLC | 115,898 | $17,656,000 | 6.90% |
| Verus Financial Partners, Inc. | 261,559 | $40,223,000 | 6.14% |
| Gray Wealth Management Inc. | 38,578 | $5,877 | 3.38% |
| Capital Advantage, Inc. | 82,218 | $12,525,000 | 3.28% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 335,969 | $51,183,000 | 3.21% |
| HILLTOP WEALTH ADVISORS, LLC | 28,970 | $4,413,000 | 3.12% |