PRIVATE TRUST CO NA - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 302 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$295,387
+18.5%
1,945
+22.1%
0.04%
+25.8%
Q2 2023$249,241
+181.3%
1,593
+157.4%
0.03%
+158.3%
Q1 2023$88,604
+100586.4%
619
-7.3%
0.01%
-7.7%
Q4 2022$88
-99.9%
668
-5.0%
0.01%
-7.1%
Q3 2022$88,000
-11.1%
703
-6.3%
0.01%
-6.7%
Q2 2022$99,000
+421.1%
750
+163.2%
0.02%
+150.0%
Q3 2014$19,000
-5.0%
285
-4.7%
0.01%
-14.3%
Q2 2014$20,0000.0%299
-3.9%
0.01%
-12.5%
Q1 2014$20,0000.0%3110.0%0.01%0.0%
Q4 2013$20,000
+11.1%
3110.0%0.01%0.0%
Q3 2013$18,000
+5.9%
3110.0%0.01%0.0%
Q2 2013$17,0000.0%3110.0%0.01%0.0%
Q1 2013$17,0003110.01%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 503,971$80,152,00019.84%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 190,534$30,303,00010.70%
Cadence Bank 472,059$75,076,0009.35%
Global Endowment Management, LP 687,821$109,391,0007.79%
Black Diamond Financial, LLC 112,283$17,858,0005.64%
Verus Financial Partners, Inc. 256,668$39,481,0005.60%
Gray Wealth Management Inc. 39,368$6,2613.23%
LEAVELL INVESTMENT MANAGEMENT, INC. 294,067$46,768,0003.21%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 258,731$41,149,0003.02%
FIFTH THIRD SECURITIES, INC. 5,732$912,0002.72%
View complete list of VANGUARD WORLD FD shareholders