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 | $1,841,424 | -2.9% | 12,125 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $1,897,078 | +9.3% | 12,125 | 0.0% | 0.03% | +3.0% |
| Q1 2023 | $1,735,573 | +8.1% | 12,125 | 0.0% | 0.03% | +10.0% |
| Q4 2022 | $1,605,350 | +6.1% | 12,125 | 0.0% | 0.03% | -3.2% |
| Q3 2022 | $1,513,000 | -2.7% | 12,125 | +2.8% | 0.03% | +10.7% |
| Q2 2022 | $1,555,000 | -17.2% | 11,800 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $1,877,000 | -5.3% | 11,800 | 0.0% | 0.03% | +3.7% |
| Q4 2021 | $1,983,000 | +10.3% | 11,800 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $1,798,000 | 0.0% | 11,800 | 0.0% | 0.03% | +3.8% |
| Q2 2021 | $1,798,000 | +8.6% | 11,800 | 0.0% | 0.03% | +4.0% |
| Q1 2021 | $1,655,000 | +5.1% | 11,800 | 0.0% | 0.02% | -3.8% |
| Q4 2020 | $1,575,000 | +26.3% | 11,800 | +13.5% | 0.03% | +8.3% |
| Q3 2020 | $1,247,000 | -4.2% | 10,400 | -12.6% | 0.02% | -11.1% |
| Q2 2020 | $1,302,000 | +12.7% | 11,900 | -6.3% | 0.03% | -6.9% |
| Q1 2020 | $1,155,000 | -18.6% | 12,700 | 0.0% | 0.03% | +38.1% |
| Q4 2019 | $1,419,000 | +39.0% | 12,700 | +28.3% | 0.02% | +50.0% |
| Q3 2019 | $1,021,000 | +20.0% | 9,900 | +17.9% | 0.01% | +27.3% |
| Q2 2019 | $851,000 | +3.7% | 8,400 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $821,000 | – | 8,400 | – | 0.01% | – |
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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% |