SCHMIDT P J INVESTMENT MANAGEMENT INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 285 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SCHMIDT P J INVESTMENT MANAGEMENT INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$5,779,642
+4.8%
37,991
+10.8%
1.24%
+13.0%
Q2 2023$5,514,114
+255.9%
34,300
+220.2%
1.10%
+238.3%
Q1 2023$1,549,444
+19.7%
10,712
+9.5%
0.32%
+10.6%
Q4 2022$1,294,866
+4.8%
9,780
+3.6%
0.29%
-1.3%
Q3 2022$1,235,000
-8.4%
9,436
+0.8%
0.30%
+1.0%
Q2 2022$1,348,000
+49.0%
9,365
+49.1%
0.29%
+46.3%
Q1 2022$905,0006,2800.20%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 524,544$79,662,45021.05%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,383$27,850,37611.20%
Cadence Bank 432,903$65,744,9785.78%
Black Diamond Financial, LLC 104,856$15,924,5064.90%
Verus Financial Partners, Inc. 224,790$34,590,7304.51%
Buttonwood Financial Group, LLC 40,155$5,985,8734.37%
LEAVELL INVESTMENT MANAGEMENT, INC. 397,205$60,3244.22%
Equita Financial Network, Inc. 36,681$5,5713.43%
TriaGen Wealth Management LLC 40,090$6,088,4683.11%
Gray Wealth Management Inc. 38,675$5,873,5243.01%
View complete list of VANGUARD WORLD FD shareholders