MAI Capital Management - VANGUARD WORLD FD ownership

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
MAI Capital Management ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$351,275
-1.4%
2,313
+1.6%
0.01%0.0%
Q2 2023$356,310
+12.5%
2,277
+2.9%
0.01%0.0%
Q1 2023$316,677
+4.8%
2,212
-3.0%
0.01%0.0%
Q4 2022$302,047
+6.7%
2,281
+0.5%
0.01%0.0%
Q3 2022$283,000
-5.4%
2,2690.0%0.01%
-16.7%
Q2 2022$299,000
-16.9%
2,269
+0.3%
0.01%0.0%
Q1 2022$360,000
-5.3%
2,263
+0.2%
0.01%0.0%
Q4 2021$380,000
+14.5%
2,259
+3.8%
0.01%0.0%
Q3 2021$332,0002,1760.01%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 507,718$77,346,00019.44%
Global Endowment Management, LP 1,330,600$202,703,00011.42%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,574$27,966,00010.35%
Cadence Bank 450,908$68,691,0009.98%
Black Diamond Financial, LLC 115,898$17,656,0006.90%
Verus Financial Partners, Inc. 261,559$40,223,0006.14%
Gray Wealth Management Inc. 38,578$5,8773.38%
Capital Advantage, Inc. 82,218$12,525,0003.28%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 335,969$51,183,0003.21%
HILLTOP WEALTH ADVISORS, LLC 28,970$4,413,0003.12%
View complete list of VANGUARD WORLD FD shareholders