MONETA GROUP INVESTMENT ADVISORS LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 215 filers reported holding VANGUARD WORLD FD in Q3 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$3,913,452
-13.1%
25,768
-10.4%
0.09%
-11.0%
Q2 2023$4,502,013
-8.9%
28,774
-16.7%
0.10%
-16.0%
Q1 2023$4,942,052
+5.5%
34,526
+3.5%
0.12%
-7.0%
Q4 2022$4,684,362
+4.7%
33,348
-6.9%
0.13%
-24.7%
Q3 2022$4,472,000
-9.7%
35,828
+2357.3%
0.17%
+0.6%
Q2 2022$4,953,000
-5.4%
1,458
-95.6%
0.17%
-18.0%
Q1 2022$5,238,000
-2.9%
32,935
+623.4%
0.21%
-5.9%
Q4 2021$5,396,000
+9.9%
4,553
-85.9%
0.22%
-3.1%
Q3 2021$4,910,000
-0.5%
32,220
-0.6%
0.23%
-0.4%
Q2 2021$4,936,000
+7.3%
32,401
-1.2%
0.23%
-6.6%
Q1 2021$4,600,000
+11.1%
32,803
+5.8%
0.24%
-18.2%
Q4 2020$4,139,000
+9.0%
31,015
-2.1%
0.30%
-10.0%
Q3 2020$3,797,000
+23.8%
31,668
+13.0%
0.33%
+13.4%
Q2 2020$3,066,000
+8.6%
28,013
-9.8%
0.29%
-1.0%
Q1 2020$2,824,000
+201.1%
31,053
+269.9%
0.29%
+272.2%
Q4 2019$938,000
+8.3%
8,396
-0.0%
0.08%
-2.5%
Q3 2019$866,0008,3990.08%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2020
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 499,053$83,881,00019.87%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 203,697$34,237,00011.70%
Cadence Bank 493,035$82,870,00010.33%
Global Endowment Management, LP 687,821$115,609,0008.43%
WIN ADVISORS, INC 177,033$29,756,0006.82%
Black Diamond Financial, LLC 113,069$19,005,0006.40%
Verus Financial Partners, Inc. 258,960$43,526,0005.76%
Gray Wealth Management Inc. 39,280$6,6023.29%
HILLTOP WEALTH ADVISORS, LLC 28,140$4,730,0003.28%
LEAVELL INVESTMENT MANAGEMENT, INC. 278,195$46,759,0003.11%
View complete list of VANGUARD WORLD FD shareholders