SHEETS SMITH WEALTH MANAGEMENT - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 293 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 3.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
SHEETS SMITH WEALTH MANAGEMENT ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$455,610
-2.9%
3,0000.0%0.07%0.0%
Q2 2023$469,380
+9.3%
3,0000.0%0.07%
+4.5%
Q1 2023$429,420
-21.4%
3,000
-27.3%
0.07%
-22.4%
Q4 2022$546,150
+18.2%
4,125
+11.5%
0.08%
+10.4%
Q3 2022$462,000
-5.3%
3,7000.0%0.08%
-3.8%
Q2 2022$488,000
-17.0%
3,7000.0%0.08%
-1.2%
Q1 2022$588,000
-5.5%
3,7000.0%0.08%
+5.2%
Q4 2021$622,000
+4.7%
3,700
-5.1%
0.08%
-4.9%
Q3 2021$594,000
+5.3%
3,900
+5.4%
0.08%
+6.6%
Q2 2021$564,000
+8.7%
3,7000.0%0.08%0.0%
Q1 2021$519,000
+5.1%
3,7000.0%0.08%
+1.3%
Q4 2020$494,000
+11.3%
3,7000.0%0.08%
-2.6%
Q3 2020$444,000
+9.6%
3,7000.0%0.08%
-4.9%
Q2 2020$405,000
+31.1%
3,700
+8.8%
0.08%
+24.6%
Q1 2020$309,000
+11.2%
3,400
+25.9%
0.06%
+14.0%
Q3 2019$278,000
+1.8%
2,7000.0%0.06%
+1.8%
Q2 2019$273,000
+3.4%
2,7000.0%0.06%
-1.8%
Q1 2019$264,000
+19.5%
2,700
+22.7%
0.06%
+23.9%
Q3 2018$221,000
+7.8%
2,2000.0%0.05%
-4.2%
Q2 2018$205,000
-1.4%
2,200
-4.3%
0.05%
-4.0%
Q1 2018$208,000
-1.4%
2,3000.0%0.05%0.0%
Q4 2017$211,000
-16.3%
2,300
-30.3%
0.05%
-29.6%
Q4 2016$252,000
+3.7%
3,3000.0%0.07%
+2.9%
Q3 2016$243,000
+3.0%
3,3000.0%0.07%0.0%
Q2 2016$236,000
+2.2%
3,3000.0%0.07%
-2.8%
Q1 2016$231,000
+0.4%
3,3000.0%0.07%
+1.4%
Q4 2015$230,000
-7.3%
3,300
-13.2%
0.07%
-16.7%
Q3 2015$248,000
-7.1%
3,8000.0%0.08%
+15.1%
Q2 2015$267,0000.0%3,8000.0%0.07%
+4.3%
Q4 2014$267,000
+3.9%
3,8000.0%0.07%0.0%
Q3 2014$257,000
+1.2%
3,8000.0%0.07%
+2.9%
Q2 2014$254,000
+4.5%
3,8000.0%0.07%0.0%
Q1 2014$243,000
-10.7%
3,800
-11.6%
0.07%
-9.3%
Q4 2013$272,000
+24.8%
4,300
+13.2%
0.08%
+5.6%
Q3 2013$218,000
+4.8%
3,8000.0%0.07%0.0%
Q2 2013$208,000
+2.5%
3,8000.0%0.07%
+2.9%
Q1 2013$203,0003,8000.07%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
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